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Wellspent public graph/Locations/United States/Missouri

Fee-only advisors in Missouri

Fee-only advisors in St. Louis, Kansas City and Chesterfield, plus 49 other cities.

What fee-only financial advisors charge in Missouri

By the numbers

Advisors listed
400
Firms
172
Cities
56
Hold the CFP
40%
  • Other credentials: CFA 8% · CPA 2% · EA 1%
  • How they charge (of 400 with fees on file): percentage of assets 91% · fixed fees 69% · hourly 48% · ongoing planning fee 7%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

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Advisors serving Missouri (400)

Fee-only advisors serving Missouri: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
James Meysenburg Sonas Financial Group Kansas City CFP Percentage of assets, Hourly
Jared Fears Freedom Financial Advisors Independence CFP Hourly, Fixed fees
Jason Woods DEW Wealth Strategies Clayton CFP Percentage of assets, Hourly
Javier Duren Signify Wealth St. Louis CFP Percentage of assets, Performance-based fees
Jennifer Nicholson Nicholson Meyer Capital Management Kansas City CFP Percentage of assets, Hourly
John Burns Oakview Wealth Solutions Saint Charles CFP Percentage of assets, Hourly
John Gower John C. Gower, CFP, EA Fenton CFP Percentage of assets, Hourly
Julie Bahr Meramec Financial Planners Clayton CFP Percentage of assets, Fixed fees
Justin Locke Prosperity Planning North Kansas City CFP Percentage of assets, Fixed fees
Kaleb Doyle Brand Asset Management Group Chesterfield CFP Percentage of assets, Fixed fees
Kelly Kariker White Sand Wealth Management Liberty CFP Percentage of assets, Hourly
Kelly Richert Meramec Financial Planners Clayton CFP Percentage of assets, Fixed fees
Kendall Young Cauble & Harre Wealth Management St. Louis CFP Percentage of assets, Hourly
Kevin York Brand Asset Management Group Chesterfield CFP Percentage of assets, Fixed fees
Laura Paulsell Meramec Financial Planners Clayton CFP Percentage of assets, Fixed fees
Lucinda Richey Prosperity Planning North Kansas City CFP Percentage of assets, Fixed fees
Luke Turner Moment Private Wealth Saint Louis CFP Percentage of assets, Fixed fees
Marilee Lonergan Greystone Capital Partners Group Kansas City CFP Percentage of assets, Hourly
Mary Dorsey Money Consultants Advisory St. Louis CFP Percentage of assets, Hourly
Mathew Dahlberg Main Street Investments Kansas City CFP Percentage of assets, Hourly
Matthew Seidel Delta Wealth Solutions North Kansas City CFP Percentage of assets
Michael Becker Toberman Becker Wealth St. Louis CFP Percentage of assets
Michael Holtz Toberman Becker Wealth St. Louis CFP Percentage of assets
Mikaela Hodges Brand Asset Management Group Chesterfield CFP Percentage of assets, Fixed fees
Nathaniel Gilman RBF Wealth Advisors St. Louis CFP Percentage of assets, Hourly
Nicholas Oldham Mainstreet RIA O'Fallon CFP Percentage of assets, Hourly
Pamela Hardin Foundation Wealth Management Clayton CFP Percentage of assets, Fixed fees
Patricia Conway Conway Financial Group Chesterfield CFP Fixed fees
Patrick McLaughlin Foundation Wealth Management Clayton CFP Percentage of assets, Fixed fees
Patrick Robert Generational Wealth Specialists Des Peres CFP Hourly
Payton LaFoy Syntegra Private Wealth Group Chesterfield CFP Percentage of assets, Fixed fees
Phillip Daniels Brand Asset Management Group Chesterfield CFP Percentage of assets, Fixed fees
Poonnasa Corn Compass Wealth St. Louis CFP Percentage of assets
Robert Hines Droms Strauss Wealth Management St. Louis CFP Percentage of assets
Ryan Green Brand Asset Management Group Chesterfield CFP Percentage of assets, Fixed fees
Ryan Noble Prosperity Planning North Kansas City CFP Percentage of assets, Fixed fees
Ryan Walker Prosperity Planning North Kansas City CFP Percentage of assets, Fixed fees
Samuel Everett Archway Wealth Management Kirkwood CFP Percentage of assets, Fixed fees
Samuel Huet White Sand Wealth Management Liberty CFP Percentage of assets, Hourly
Samuel Hunsicker Brand Asset Management Group Chesterfield CFP Percentage of assets, Fixed fees
Scott Iverson Claris Advisors St. Louis CFP, ChFC Percentage of assets, Hourly
Scott Morrison Moment Private Wealth Saint Louis CFP Percentage of assets, Fixed fees
Stephen Rhodes Signify Wealth St. Louis CFP Percentage of assets, Performance-based fees
Thaddus "Dan" Danford Family Investment Center Saint Joseph CFP Percentage of assets, Hourly
Timothy Egart Brand Asset Management Group Chesterfield CFP Percentage of assets, Fixed fees
Travis Franks Prosperity Planning North Kansas City CFP Percentage of assets, Fixed fees
Trevor Harris Sonas Financial Group Kansas City CFP Percentage of assets, Hourly
Winston Meyer Family Investment Center Saint Joseph CFP Percentage of assets, Hourly
Zachary Bradford Tenet Retirement Services Chesterfield CFP Percentage of assets, Fixed fees
Zachary Emslie Bluevine Advice Kansas City CFP Percentage of assets, Fixed fees

Firms headquartered in Missouri (136)

All 136 firms in Missouri