Financial advisors for family wealth transfer in Missouri
Which financial advisor should I talk to about passing wealth to the next generation in Missouri?
For family wealth transfer in Missouri, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Craig Toberman of Toberman Becker Wealth, LLC, Tedi Hughes of Destiny Capital and Zach Ungerott of Hightower Wealth 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 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.
- Zach Ungerott Hightower Wealth Advisors, St. Louis Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Lei Deng Core Planning, LLC, Saint Louis Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- McKenzie Ebbesen Bason Asset Management, Platte City Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Jacob Turner Moment Private Wealth, St. Louis Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
How many fee-only financial advisors in Missouri work on family wealth transfer?
The Wellspent public graph lists 57 fee-only advisors for family wealth transfer in Missouri, at 23 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for family wealth transfer in Missouri located?
Of the 57 fee-only advisors for family wealth transfer in Missouri, 19 are in St. Louis, followed by 11 in Kansas City and 5 in Saint Louis.
Plus 13 in other cities.
How do fee-only advisors for family wealth transfer in Missouri charge?
The most common fee among fee-only advisors for family wealth transfer in Missouri is a percentage of assets, used by 95% of the 57 with fees on file. Many use more than one: 54% charge fixed fees and 30% 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 family wealth transfer have?
For family wealth transfer, look for the CFP and CPA. In Missouri, 37% of the 57 advisors listed hold the CFP.
- CFP37% in Missouri
- The CFP covers gifting, trusts, and the wider plan.
- CPA2% in Missouri
- CPAs handle gift tax returns and estate calculations.
How do Missouri advisors for family wealth transfer compare with the rest of the US?
30% of fee-only advisors for family wealth transfer in Missouri charge by the hour, compared with 43% of the 3,385 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 family wealth transfer.
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 passing wealth to the next generation in Missouri?
- How do you involve the next generation, and when?
- What would you gift now, and what would you hold until death?
- How do you work with our attorney and accountant?
- What happens to the relationship when the first generation is gone?
- If I own property in another state, could its estate tax apply?
How current is this list of fee-only advisors for family wealth transfer 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 57 advisors
| 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 |
| Phillip Durbin I help rural and middle-income families to learn about personal finance so that they can great Generational Wealth and change their families futures. | Generational Wealth Development | Cameron | Not listed | Hourly, 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 |
| Jessica Humble | Eagle Bluffs Wealth Management | Columbia | 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 |
| Christopher Battreall | Precision Wealth Strategies | St. Louis | CFP | Percentage of assets, Hourly |
| McKenzie Ebbesen | Bason Asset Management | Platte City | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Andrew Beil | StrongBox Wealth | Lee'S Summit | CFP | Percentage of assets, Hourly |
| Charles Cooper | StrongBox Wealth | Lee'S Summit | CFP | Percentage of assets, Hourly |
| James Hofman | Hofman Wealth Management | Chesterfield | 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 |
| Todd Brand | Brand Asset Management Group, Inc. | Chesterfield | AIF | Percentage of assets, Fixed fees |
| 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 |
| Bryan Vowels | TrueNorth Wealth & Impact | Joplin | CFP, CFA | Percentage of assets, Hourly |
| 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 |
| 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 |
| Troy Stovern | TrueNorth Wealth & Impact | Joplin | CFP | 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 |
| Edgerly Roberts | Eagle Bluffs Wealth Management | Columbia | Not listed | Percentage of assets |
| Alexander Hoover | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| Darin Robinson | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| Evan Lang | Atwood & Palmer | Kansas City | CFA | Percentage of assets, Flat fee or retainer |
| John Dwyer | Sunpointe Investments | Clayton | CFA | Percentage of assets, Fixed fees |
| 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 |
| Peter Sowden | Atwood & Palmer | Kansas City | CFA | Percentage of assets, Flat fee or retainer |
| Spencer Jones | Atwood & Palmer | Kansas City | CFA | Percentage of assets, Flat fee or retainer |
| Trevor O'Connor | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| Douglas Rothermich | Fidelis Capital | Saint Charles | Not listed | Percentage of assets, Fixed fees |
| John Hofman | Hofman Wealth Management | Chesterfield | Not listed | Percentage of assets |
| Jonathan Garlow | StrongBox Wealth | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Kathy Postoak | StrongBox Wealth | Lee'S Summit | Not listed | Percentage of assets, Hourly |
| Theodore Hellman | Hofman Wealth Management | Chesterfield | Not listed | Percentage of assets |
| Angela Pompian | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
| Brandie Giffin | Sterneck Capital Management | Kansas City | Not listed | Percentage of assets, Fixed fees |
| Connor Williamson | TrueNorth Wealth & Impact | Joplin | Not listed | Percentage of assets, Hourly |
| Ethan Rush | Sigma Advisors | St. Louis | Not listed | Flat fee or retainer |
| James Montgomery | Atwood & Palmer | Kansas City | Not listed | Percentage of assets, 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 Eilert | Atwood & Palmer | Kansas City | Not listed | Percentage of assets, Flat fee or retainer |
| Matthew Zeigler | Sunpointe Investments | St. Louis | Not listed | Percentage of assets, Fixed fees |
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