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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
Jose Castillo Weatherby Capital Kansas City Not listed Percentage of assets, Hourly
Joseph Bartmess LVZ Wildwood Not listed Percentage of assets, Hourly
Joshua Armstrong AIS Financial Saint Louis Not listed Percentage of assets, Hourly
Justin Volkmar Correct Capital Wealth Management Clayton Not listed Percentage of assets, Fixed fees
Karen Burris White Sand Wealth Management Liberty Not listed Percentage of assets, Hourly
Karson Westhoff Moment Private Wealth Saint Louis Not listed Percentage of assets, Fixed fees
Kenneth Borum Prosperity Planning North Kansas City Not listed Percentage of assets, Fixed fees
Kyle Parke Parke Investment Management St. Louis Not listed Percentage of assets
Lance O'Neill B1B Financial Solutions Nixa Not listed Percentage of assets
Mark Johnson RBF Wealth Advisors St. Louis Not listed Percentage of assets, Hourly
Marvin Mitchell Compass Wealth St. Louis Not listed Percentage of assets
Mason Davitt Brand Asset Management Group Chesterfield Not listed Percentage of assets, Fixed fees
Matt Myers Bagby Wealth Management Dexter Not listed Percentage of assets, Hourly
Melinda Trachsel Fiduciary Advisors St. Louis Not listed Percentage of assets, Hourly
Michael McCartney Mccartney Wealth Management Saint Louis Not listed Percentage of assets, Fixed fees
Michael Meara RBF Wealth Advisors St. Louis Not listed Percentage of assets, Hourly
Michael Murphy Droms Strauss Wealth Management St. Louis Not listed Percentage of assets
Nathan Gertson Mackay Financial Planning Springfield Not listed Percentage of assets, Hourly
Nathan Rivera RBF Wealth Advisors St. Louis Not listed Percentage of assets, Hourly
Patrick Kirwan Kirwan Capital St. Joseph Not listed Percentage of assets, Hourly
Peter Vrooman Sarver Vrooman Wealth Advisors Kansas City Not listed Percentage of assets, Fixed fees
Rachel Conroy Archway Wealth Management Kirkwood Not listed Percentage of assets, Fixed fees
Richard Counts Mainstreet RIA O'Fallon Not listed Percentage of assets, Hourly
Robert Butler RBF Wealth Advisors St. Louis Not listed Percentage of assets, Hourly
Robert Oldham Mainstreet RIA O'Fallon Not listed Percentage of assets, Hourly
Ron Dietz Sarver Vrooman Wealth Advisors Kansas City Not listed Percentage of assets, Fixed fees
Ryan Potts Correct Capital Wealth Management Clayton Not listed Percentage of assets, Fixed fees
Sarah Pinkley Meramec Financial Planners Clayton Not listed Percentage of assets, Fixed fees
Sarah Wells Fee-Only Financial Services Columbia Not listed Hourly
Shayna Vlock Prosperity Planning North Kansas City Not listed Percentage of assets, Fixed fees
Sidney Davis Family Investment Center Saint Joseph Not listed Percentage of assets, Hourly
Spencer Barr Syntegra Private Wealth Group Chesterfield Not listed Percentage of assets, Fixed fees
Stanley Finger Daytona Street Capital Saint Louis Not listed Percentage of assets
Stanley Royer Claris Advisors St. Louis Not listed Percentage of assets, Hourly
Steven Farr Fortitude Advisory Group Warrensburg Not listed Percentage of assets, Hourly
Susanne Meyer Nicholson Meyer Capital Management Kansas City Not listed Percentage of assets, Hourly
Tamara Dickerson Compass Wealth St. Louis Not listed Percentage of assets
Terrence Bridgewater Bridgewater Advisory Group Crystal City Not listed Percentage of assets, Hourly
Terry Blair DB Advisors Springfield Not listed Percentage of assets, Hourly
Thomas Ebinger DEW Wealth Strategies Clayton Not listed Percentage of assets, Hourly
Thomas King Sarver Vrooman Wealth Advisors Kansas City Not listed Percentage of assets, Fixed fees
Timothy Chambliss Axius Advisors Saint Charles Not listed Percentage of assets, Hourly
Timothy O'Neal Archway Wealth Management Kirkwood Not listed Percentage of assets, Fixed fees
Todd Grizzle Fiduciary Advisors St Louis Not listed Percentage of assets, Hourly
Tracy Sullivan Compass Wealth St. Louis Not listed Percentage of assets
Travis Grasser RBF Wealth Advisors St. Louis Not listed Percentage of assets, Hourly
Troy Kennedy ITI Financial Management Springfield Not listed Percentage of assets, Hourly
William Albair Universal Financial Advisors St. Louis Not listed Percentage of assets, Hourly
William Bryan DB Advisors Springfield Not listed Percentage of assets, Hourly
William Kopek White Sand Wealth Management Liberty Not listed Percentage of assets, Hourly

Firms headquartered in Missouri (136)

All 136 firms in Missouri