Financial advisors for estate planning in St. Louis, Missouri
Which financial advisor should I talk to about estate planning in St. Louis?
For estate planning in St. Louis, 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 Craig Toberman of Toberman Becker Wealth, LLC, Jacob Turner of Moment Private Wealth and Eduardo Vigil of The Private Family Advisors.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Craig Toberman Toberman Becker Wealth, LLC, St. Louis City Holds the CFP and CPA. Fees on file: percentage of assets.
- Jacob Turner Moment Private Wealth, St. Louis City Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Eduardo Vigil The Private Family Advisors, St. Louis City Holds the CFP. Fees on file: ongoing planning fee.
- Brad Tinnon B.E.S.T. Wealth Management, St. Louis City Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Ryan Furlong Parkwoods Wealth Partners, St Louis Holds the CFP. Fees on file: percentage of assets.
- Matthew Bower Clayton Financial Group, St. Louis City Holds the CFP. Fees on file: percentage of assets, fixed fees.
How many fee-only financial advisors in St. Louis work on estate planning?
The Wellspent public graph lists 32 fee-only advisors for estate planning in St. Louis, at 13 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for estate planning in St. Louis charge?
The most common fee among fee-only advisors for estate planning in St. Louis is a percentage of assets, used by 88% of the 32 with fees on file. Many use more than one: 63% 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 St. Louis, 47% of the 32 advisors listed hold the CFP.
- CFP47% in St. Louis
- The CFP includes estate planning and keeps it tied to the whole plan.
- CPA3% in St. Louis
- CPAs help with estate and gift tax filings.
How do St. Louis advisors for estate planning compare with the rest of the US?
28% of fee-only advisors for estate planning in St. Louis 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 St. Louis. 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 St. Louis?
- 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 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 32 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Craig Toberman | Toberman Becker Wealth, LLC | St. Louis | CFA, CFP, CPA, MBA | 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 |
| Ryan Furlong Tax Efficient Wealth Management for families who want to leave a legacy. | Parkwoods Wealth Partners | St Louis | CFP | Percentage of assets |
| 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 |
| 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 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 |
| 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 |
| 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 |
| Fetzer Crockett | 4-C Wealth | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Angela Pompian | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Ethan Rush | Sigma Advisors | St. Louis | Not listed | Flat fee or retainer |
| 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 |
| Gregory Zitko | The Private Family Advisors | St. Louis | Not listed | Ongoing planning fee |
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