Financial advisors for estate planning in Missouri
Which financial advisor should I talk to about estate planning in Missouri?
For estate planning in Missouri, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Sakis Salas of Acropolis Investment Management, LLC, Craig Toberman of Toberman Becker Wealth, LLC and Tedi Hughes of Destiny Capital.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Sakis Salas Acropolis Investment Management, LLC, Chesterfield Holds the CFP and CPA. Fees on file: percentage of assets.
- Craig Toberman Toberman Becker Wealth, LLC, St. Louis Holds the CFP and CPA. Fees on file: percentage of assets.
- Tedi Hughes Destiny Capital, Lake Ozark Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Jacob Turner Moment Private Wealth, St. Louis Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Jon Vance Vance Financial Planning, LLC, Springfield Holds the CFP. Fees on file: flat fee or retainer, hourly.
- Tyler Landes Tandem Financial Guidance, LLC, Kansas City Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
How many fee-only financial advisors in Missouri work on estate planning?
The Wellspent public graph lists 75 fee-only advisors for estate planning in Missouri, at 34 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for estate planning in Missouri located?
Of the 75 fee-only advisors for estate planning in Missouri, 31 are in St. Louis, followed by 7 in Kansas City and 5 in Chesterfield.
Plus 23 in other cities.
How do fee-only advisors for estate planning in Missouri charge?
The most common fee among fee-only advisors for estate planning in Missouri is a percentage of assets, used by 85% of the 75 with fees on file. Many use more than one: 56% charge fixed fees and 28% 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 much does a one-time financial plan cost in Missouri?
A one-time financial plan from a fee-only firm in Missouri has a median price of $2,000. We found this across the published prices of 14 Missouri firms.
What credentials should a financial advisor for estate planning have?
For estate planning, look for the CFP and CPA. In Missouri, 45% of the 75 advisors listed hold the CFP.
- CFP45% in Missouri
- The CFP includes estate planning and keeps it tied to the whole plan.
- CPA3% in Missouri
- CPAs help with estate and gift tax filings.
How do Missouri advisors for estate planning compare with the rest of the US?
28% of fee-only advisors for estate planning in Missouri charge by the hour, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Missouri. Light bars are all US advisors for estate planning.
Does Missouri have an estate or inheritance tax?
No. Missouri has no state estate or inheritance tax, so the federal rules are the main ones to plan around.
What should I ask a financial advisor about estate planning in Missouri?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- If I own property in another state, could its estate tax apply?
How current is this list of fee-only advisors for estate planning in Missouri?
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 75 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Craig Toberman | Toberman Becker Wealth, LLC | St. Louis | CFA, CFP, CPA, MBA | Percentage of assets |
| Danielle Harrison | Harrison Financial Planning | Columbia | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Joel Huet | White Sand Wealth Management, LLC | Liberty | CFP, CTFA, MBA | Percentage of assets, Hourly |
| Sakis Salas | Acropolis Investment Management, LLC | Chesterfield | CFP, CPA, CRPC | Percentage of assets |
| Tyler Landes | Tandem Financial Guidance, LLC | Kansas City | AIF, CFP | Ongoing planning fee, One-time planning fee |
| Chris Arnold | Refresh Wealth | University City | CFP | Percentage of assets, Ongoing planning fee |
| Donovan Brooks | Prospurpose Wealth | Saint Joseph | CFP | Ongoing planning fee |
| Jon Vance | Vance Financial Planning, LLC | Springfield | CFP, EA | Flat fee or retainer, Hourly |
| Richard Salmen | Family Investment Center | St. Joseph | CFP, CFA, EA | Percentage of assets, Ongoing planning fee |
| Ethan Bridgewater | Bridgewater Advisory Group LLC | Crystal City | CFP, ChFC | Percentage of assets, Hourly |
| Richard Armstrong | Faith Investor Services | Wildwood | CFP | Percentage of assets |
| Jacob Turner We help athletes and entrepreneurs build and protect wealth. | Moment Private Wealth | St. Louis | CFP | Percentage of assets, Flat fee or retainer |
| Jessica Humble | Eagle Bluffs Wealth Management | Columbia | CFP | Percentage of assets |
| Ryan Furlong Tax Efficient Wealth Management for families who want to leave a legacy. | Parkwoods Wealth Partners | St Louis | CFP | Percentage of assets |
| Beth Watts | Financial Avenues, LLC. | Kansas City | CFP | Hourly, Fixed fees |
| 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 |
| Kevin Schnell | Schnell Financial Group | Sedalia | CFP | Percentage of assets, Hourly |
| Spencer Funk | Precision Wealth Strategies | St. Louis | CFP | Percentage of assets, Hourly |
| Tedi Hughes | Destiny Capital | Lake Ozark | CFP | Percentage of assets, Flat fee or retainer |
| James Hofman | Hofman Wealth Management | Chesterfield | CFP | Percentage of assets |
| Nicholas Allgeyer | Worley Banks Group | Creve Coeur | CFP | Percentage of assets |
| Nicholas Thurwanger | Eagle Bluffs Wealth Management | Columbia | CFA | Percentage of assets |
| Robert Hofman | Hofman Wealth Management | Chesterfield | CFP | Percentage of assets |
| Austin Drake | Sterneck Capital Management | Kansas City | CFP | Percentage of assets, Fixed fees |
| Benjamin Tuscai | Sunpointe Investments | St. Louis | CFP | Percentage of assets, Fixed fees |
| Jason Sandfort | Angell Capital Management | St. Charles | CFP | Percentage of assets, Fixed fees |
| Joseph Darpel | Smart Steps Wealth Management | St. Louis | CFP | Percentage of assets, Fixed fees |
| 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 |
| Edgerly Roberts | Eagle Bluffs Wealth Management | Columbia | Not listed | 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 |
| 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 |
| Anna Brewer | Financial Avenues, LLC. | Kearney | Not listed | Hourly, Fixed fees |
| Brandon Oliver | Oliver Wealth Management | St. Louis | Not listed | Ongoing planning fee |
| Christopher Gebhards | Summit Vision Financial | Rock Port | Not listed | Percentage of assets, Hourly |
| 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 |
| John Dwyer | Sunpointe Investments | Clayton | CFA | Percentage of assets, Fixed fees |
| Jonathan Moore | Financial Avenues, LLC. | Nixa | Not listed | Hourly, Fixed fees |
| Keaton Schnell | Schnell Financial Group | Sedalia | Not listed | Percentage of assets, Hourly |
| Kloe' Schnell | Schnell Financial Group | Sedalia | Not listed | 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 |
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