Fee-only financial advisors in St. Louis, Missouri
Which fee-only financial advisor should I talk to in St. Louis?
Start with a fee-only advisor in St. Louis whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Craig Toberman of Toberman Becker Wealth, LLC, Mark Schweiss of Modern Dollar Planning and Lei Deng of Core Planning, LLC, 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.
- Craig Toberman Toberman Becker Wealth, LLC Holds the CFP, CFA and CPA. Fees on file: percentage of assets.
- Mark Schweiss Modern Dollar Planning Holds the CFP, CFA and CPA. Fees on file: flat fee or retainer, one-time planning fee.
- Lei Deng Core Planning, LLC Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Andrew Shenberg Anderson Hoagland & Company Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Peter Harre Cauble & Harre Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Ryan Bouchard Rising Tide Wealth Advisory Solutions, LLC Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 131
- Firms
- 47
- Cities
- 4
- Hold the CFP
- 34%
- Other credentials: CFA 15% · CPA 2% · ChFC 1%
- How they charge (of 131 with fees on file): percentage of assets 94% · fixed fees 63% · hourly 46% · flat fee or retainer 6%
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 St. Louis by what you need
Find an advisor in Missouri by fee, assets, or credential
Questions about fee-only advisors in St. Louis
How many fee-only advisors in St. Louis are there?
The Wellspent public graph lists 131 fee-only advisors in St. Louis, at 47 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in St. Louis focus on?
The most common focus among fee-only advisors in St. Louis is tax planning (33), followed by estate planning (32) and retirement planning (30). Advisors can list more than one.
How do fee-only advisors in St. Louis charge?
The most common fee among fee-only advisors in St. Louis is a percentage of assets, used by 94% of the 131 with fees on file. Many use more than one: 63% charge fixed fees and 46% charge by the hour.
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 St. Louis hold the CFP?
34% of the 131 fee-only advisors in St. Louis 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 St. Louis?
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 131 advisors in St. Louis
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Craig Toberman | Toberman Becker Wealth, LLC | St. Louis | CFA, CFP, CPA, MBA | Percentage of assets |
| Lei Deng Efficient financial plans and investing for busy skilled trades professionals | Core Planning, LLC | Saint Louis | CFP, CFA | Percentage of assets, Flat fee or retainer |
| David Foster | Gateway Wealth Management, LLC | Saint Louis | CFP, RICP, CAP | Percentage of assets |
| Mark Schweiss | Modern Dollar Planning | St. Louis | CFP, CFA, CPA | Flat fee or retainer, One-time planning fee |
| Jacob Turner We help athletes and entrepreneurs build and protect wealth. | Moment Private Wealth | St. Louis | CFP | Percentage of assets, Flat fee or retainer |
| Ryan Bouchard | Rising Tide Wealth Advisory Solutions, LLC | St. Louis | CFP, CFA, MBA | Percentage of assets, Hourly |
| Ryan Furlong Tax Efficient Wealth Management for families who want to leave a legacy. | Parkwoods Wealth Partners | St Louis | CFP | Percentage of assets |
| Zach Ungerott We help streamline complexity, save money, and grow wealth, but ultimately, we set out to uncover what’s truly important to our clients, building a financial life that reflects a meaningful life. | Hightower Wealth Advisors | St. Louis | CFP | Percentage of assets, One-time planning fee |
| Brad Tinnon | B.E.S.T. Wealth Management | St. Louis | CFP | Percentage of assets, Flat fee or retainer |
| Christopher Battreall | Precision Wealth Strategies | St. Louis | CFP | Percentage of assets, Hourly |
| Spencer Funk | Precision Wealth Strategies | St. Louis | CFP | Percentage of assets, Hourly |
| Garrett Gould | Halyard Financial | St. Louis | CFP | Percentage of assets |
| Benjamin Tuscai | Sunpointe Investments | St. Louis | CFP | Percentage of assets, Fixed fees |
| Joseph Darpel | Smart Steps Wealth Management | St. Louis | CFP | Percentage of assets, Fixed fees |
| Michael Brady | Brady Family Wealth | Saint Louis | CFP | Percentage of assets, Hourly |
| Michael Pompian | Sunpointe Investments | St. Louis | CFP, CFA | Percentage of assets, Fixed fees |
| Robert Barrale | KEB – Kerber, Eck & Braeckel | St. Louis | CFP | Percentage of assets, Hourly |
| Ryan Heidenreich | Sunpointe Investments | St. Louis | CFP | Percentage of assets, Fixed fees |
| Thomas Brady | Brady Family Wealth | Saint Louis | CFP, CFA | Percentage of assets, Hourly |
| Brett Rufkahr | Alpine Private Wealth | Saint Louis | CFA | Percentage of assets |
| Brian Yost | Alpine Private Wealth | Saint Louis | CFA | Percentage of assets |
| Kenneth Bower | Clayton Financial Group | St. Louis | CFP | Percentage of assets, Fixed fees |
| Matthew Bower | Clayton Financial Group | St. Louis | CFP | Percentage of assets, Fixed fees |
| Matthew Lambdin | Method Finance | St. Louis | CFA | Percentage of assets, Flat fee or retainer |
| Samuel Heveroh | Stonebridge Financial Group | St. Louis | CFP | Percentage of assets, Hourly |
| Zachary Kratofil | Clayton Financial Group | St. Louis | CFP | Percentage of assets, Fixed fees |
| Alexander Hoover | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| Brandon Oliver | Oliver Wealth Management | St. Louis | Not listed | Ongoing planning fee |
| Daniel Berg | B.E.S.T. Wealth Management | St. Louis | Not listed | Percentage of assets, Flat fee or retainer |
| Darin Robinson | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| Eduardo Vigil | The Private Family Advisors | St. Louis | CFP | Ongoing planning fee |
| Gina Reeves | KEB – Kerber, Eck & Braeckel | St. Louis | PFS | Percentage of assets, Hourly |
| Kyle Neese | Sunpointe Investments | St. Louis | CFA | Percentage of assets, Fixed fees |
| Nathan Cameron | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| Steven Dumstorff | KEB – Kerber, Eck & Braeckel | St. Louis | PFS | Percentage of assets, Hourly |
| Trevor O'Connor | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| Alexandra Heck | Herzog Financial Group | Saint Louis | CFP | Percentage of assets, Hourly |
| Andrew Shenberg | Anderson Hoagland & Company | St Louis | CFP, CFA | Percentage of assets, Hourly |
| Fetzer Crockett | 4-C Wealth | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Peter Harre | Cauble & Harre Wealth Management | Saint Louis | CFA, CFP, MBA | Percentage of assets, Hourly |
| Angela Pompian | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Charles O'Rourke | JAG Capital Management | St. Louis | CFA | Percentage of assets, Fixed fees |
| Ethan Rush | Sigma Advisors | St. Louis | Not listed | Flat fee or retainer |
| Kenneth Coplen | SFC Financial | St. Louis | PFS | Percentage of assets, Hourly |
| Kevin Kaleta | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Lee Boudouris | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Matthew Zeigler | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Robert Mooney | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Cole Myers | Stonebridge Financial Group | St. Louis | Not listed | Percentage of assets, Hourly |
| Craig Hoagland | Anderson Hoagland & Company | St Louis | CFA | Percentage of assets, Hourly |
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