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Fee-only financial advisors in Chesterfield, Missouri

Which fee-only financial advisor should I talk to in Chesterfield?

Start with a fee-only advisor in Chesterfield whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Sakis Salas of Acropolis Investment Management, LLC, James Blake of Brand Asset Management Group and Robert Hofman of Hofman Wealth Management, chosen for their credentials and fees on file.

Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Sakis Salas Acropolis Investment Management, LLC Holds the CFP and CPA. Fees on file: percentage of assets.
  • James Blake Brand Asset Management Group Holds the CFP. Fees on file: percentage of assets, fixed fees.
  • Robert Hofman Hofman Wealth Management Holds the CFP. Fees on file: percentage of assets.
  • Dylan Camp Conway Financial Group, LLC Holds the CFP. Fees on file: fixed fees.
  • Zachary Bradford Tenet Retirement Services Holds the CFP. Fees on file: percentage of assets, fixed fees.
  • Payton LaFoy Syntegra Private Wealth Group Holds the CFP. Fees on file: percentage of assets, fixed fees.

By the numbers

Advisors listed
27
Firms
9
Hold the CFP
59%
  • Other credentials: CFA 4% · CPA 4%
  • How they charge (of 27 with fees on file): percentage of assets 93% · fixed fees 81%

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

Find an advisor in Chesterfield by what you need

Find an advisor in Missouri by fee, assets, or credential

Questions about fee-only advisors in Chesterfield

How many fee-only advisors in Chesterfield are there?

The Wellspent public graph lists 27 fee-only advisors in Chesterfield, at 9 firms. We counted every advisor record that fits, as of October 2026.

What do fee-only advisors in Chesterfield focus on?

The most common focus among fee-only advisors in Chesterfield is founders (6), followed by family wealth transfer (5) and retirement planning (5). Advisors can list more than one.

How do fee-only advisors in Chesterfield charge?

The most common fee among fee-only advisors in Chesterfield is a percentage of assets, used by 93% of the 27 with fees on file. Many use more than one: 81% charge fixed fees.

How much do fee-only financial advisors charge in Missouri?

Fee-only financial advisors in Missouri charge a median of $4,770 a year for ongoing planning. We found this across the published prices of 18 Missouri firms.

How many fee-only advisors in Chesterfield hold the CFP?

59% of the 27 fee-only advisors in Chesterfield hold the CFP certification, based on the credentials listed on each record.

Does Missouri tax income on top of federal tax?

Yes. Missouri has a state income tax, so a financial plan for a Missouri resident should project it alongside federal tax.

Is there a local income tax in Missouri?

Yes. In Missouri, Kansas City and St. Louis add an earnings tax.

How current is this list of fee-only advisors in Chesterfield?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.

All 27 advisors in Chesterfield

Fee-only advisors in Chesterfield, Missouri: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Sakis Salas Acropolis Investment Management, LLC Chesterfield CFP, CPA, CRPC Percentage of assets
James Hofman Hofman Wealth Management Chesterfield CFP Percentage of assets
Robert Hofman Hofman Wealth Management Chesterfield CFP Percentage of assets
Todd Brand Brand Asset Management Group, Inc. Chesterfield AIF Percentage of assets, Fixed fees
Dylan Camp Conway Financial Group, LLC Chesterfield CFP, MBA Fixed fees
John Hofman Hofman Wealth Management Chesterfield Not listed Percentage of assets
Theodore Hellman Hofman Wealth Management Chesterfield Not listed Percentage of assets
Matthew Ott Thousand CPA Chesterfield Not listed Percentage of assets, Fixed fees
Nicole Graul Thousand CPA Chesterfield Not listed Percentage of assets, Fixed fees
Damaris Gingerich Brand Asset Management Group Chesterfield CFP Percentage of assets, Fixed fees
James Blake Brand Asset Management Group Chesterfield CFP Percentage of assets, Fixed fees
Kaleb Doyle Brand Asset Management Group Chesterfield CFP Percentage of assets, Fixed fees
Kevin York Brand Asset Management Group Chesterfield CFP Percentage of assets, Fixed fees
Mikaela Hodges Brand Asset Management Group Chesterfield CFP Percentage of assets, Fixed fees
Patricia Conway Conway Financial Group Chesterfield CFP Fixed fees
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
Ryan Green Brand Asset Management Group Chesterfield CFP Percentage of assets, Fixed fees
Samuel Hunsicker Brand Asset Management Group Chesterfield CFP Percentage of assets, Fixed fees
Timothy Egart Brand Asset Management Group Chesterfield CFP Percentage of assets, Fixed fees
Zachary Bradford Tenet Retirement Services Chesterfield CFP Percentage of assets, Fixed fees
Mark Jaeger Brand Asset Management Group Chesterfield CFA Percentage of assets, Fixed fees
Andrew Smith Brand Asset Management Group Chesterfield Not listed Percentage of assets, Fixed fees
Ariel Cabello Brand Asset Management Group Chesterfield Not listed Percentage of assets, Fixed fees
Isaac Butler Syntegra Private Wealth Group Chesterfield Not listed Percentage of assets, Fixed fees
Mason Davitt Brand Asset Management Group Chesterfield Not listed Percentage of assets, Fixed fees
Spencer Barr Syntegra Private Wealth Group Chesterfield Not listed Percentage of assets, Fixed fees

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