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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
Christopher Abbott 1035 Capital Management Marthasville CFA Percentage of assets
David Eidelman Daytona Street Capital Saint Louis CFA Percentage of assets
Jason Niemann Droms Strauss Wealth Management St. Louis CFA Percentage of assets
Mark Jaeger Brand Asset Management Group Chesterfield CFA Percentage of assets, Fixed fees
Michael Zeiter Foundations Financial Planning Carthage PFS Percentage of assets, Hourly
Nicholas Troiani Purposepath Capital O'Fallon CFA Percentage of assets, Hourly
Steven Strauss Droms Strauss Wealth Management St. Louis PFS Percentage of assets
Terrance Davis Terrance P Davis Cpa/pfs St. Louis PFS Hourly, Fixed fees
Thomas Eidelman Daytona Street Capital Saint Louis CFA Percentage of assets
Alex Flaugher Moment Private Wealth Saint Louis Not listed Percentage of assets, Fixed fees
Amy Baker Meramec Financial Planners Clayton Not listed Percentage of assets, Fixed fees
Andrew Eyerman Fiduciary Advisors St. Louis Not listed Percentage of assets, Hourly
Andrew Merkle Claris Advisors St. Louis Not listed Percentage of assets, Hourly
Andrew Smith Brand Asset Management Group Chesterfield Not listed Percentage of assets, Fixed fees
Anthony Rich Universal Financial Advisors St. Louis Not listed Percentage of assets, Hourly
Ariel Cabello Brand Asset Management Group Chesterfield Not listed Percentage of assets, Fixed fees
Benjamin Harris Purposepath Capital O'Fallon Not listed Percentage of assets, Hourly
Benjamin Weiss Daytona Street Capital Saint Louis Not listed Percentage of assets
Brendan Freeman Cauble & Harre Wealth Management St. Louis Not listed Percentage of assets, Hourly
Brent Caswell Normandy Investment Advisors Independence Not listed Percentage of assets, Fixed fees
Christine Danford Family Investment Center Saint Joseph Not listed Percentage of assets, Hourly
Christopher Bettonville Claris Advisors St. Louis Not listed Percentage of assets, Hourly
Christopher Lea Java Wealth Planning Lee'S Summit Not listed Fixed fees
Christopher Lewis DB Advisors Springfield Not listed Percentage of assets, Hourly
Christopher Maglich In the Game Wealth Management North Kansas City Not listed Percentage of assets, Hourly
Christopher Michalak Meramec Financial Planners Clayton Not listed Percentage of assets, Fixed fees
Christopher Stiens Family Investment Center Saint Joseph Not listed Percentage of assets, Hourly
Daniel Ahl Family Investment Center Saint Joseph Not listed Percentage of assets, Hourly
Dominic Grasse Correct Capital Wealth Management Clayton Not listed Percentage of assets, Fixed fees
Donald Pence Tradewinds Capital Management Ballwin Not listed Percentage of assets, Hourly
Dossie Jennings Compass Wealth St. Louis Not listed Percentage of assets
Douglas Bagwell DB Advisors Springfield Not listed Percentage of assets, Hourly
Douglas Mottet Mottet Wealth Parkville Not listed Percentage of assets, Hourly
Emalee Wheeler Greater Than Financial Kansas City Not listed Percentage of assets, Hourly
Emily McCartney Mccartney Wealth Management Saint Louis Not listed Percentage of assets, Fixed fees
Grant Richars Universal Financial Advisors St. Louis Not listed Percentage of assets, Hourly
Gregory Wozniak Universal Financial Advisors St. Louis Not listed Percentage of assets, Hourly
Isaac Butler Syntegra Private Wealth Group Chesterfield Not listed Percentage of assets, Fixed fees
Jacob Gall Modern Dollar Planning St. Louis Not listed Fixed fees
James Watts Prosperity Planning North Kansas City Not listed Percentage of assets, Fixed fees
Jeffrey Snodgrass Wedmont Private Capital Saint Louis Not listed Fixed fees
Jennie Helm Meramec Financial Planners Clayton Not listed Percentage of assets, Fixed fees
Jerry Bagby Bagby Wealth Management Dexter Not listed Percentage of assets, Hourly
Jessica Estes-Fleischmann Sarver Vrooman Wealth Advisors Kansas City Not listed Percentage of assets, Fixed fees
John Biedenstein Correct Capital Wealth Management Clayton Not listed Percentage of assets, Fixed fees
John Carey Greystone Capital Partners Group Kansas City Not listed Percentage of assets, Hourly
John Dittrich Dittrich Financial Group Springfield Not listed Percentage of assets, Hourly
Johnathan Horman Correct Capital Wealth Management Clayton Not listed Percentage of assets, Fixed fees
Jordan Korte Correct Capital Wealth Management Clayton Not listed Percentage of assets, Fixed fees
Jordan Lambert Ryan Poage & Kansas City Not listed Percentage of assets, Fixed fees

Firms headquartered in Missouri (136)

All 136 firms in Missouri