Financial advisors for family wealth transfer in St. Louis, Missouri
Which financial advisor should I talk to about passing wealth to the next generation in St. Louis?
For family wealth transfer in St. Louis, 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, Zach Ungerott of Hightower Wealth Advisors and Lei Deng of Core Planning, LLC.
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.
- Zach Ungerott Hightower Wealth Advisors, St. Louis City 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.
- Jacob Turner Moment Private Wealth, St. Louis City Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Ryan Heidenreich Sunpointe Investments, St. Louis City Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Spencer Funk Precision Wealth Strategies, St. Louis City Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in St. Louis work on family wealth transfer?
The Wellspent public graph lists 25 fee-only advisors for family wealth transfer in St. Louis, at 10 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for family wealth transfer in St. Louis charge?
The most common fee among fee-only advisors for family wealth transfer in St. Louis is a percentage of assets, used by 96% of the 25 with fees on file. Many use more than one: 68% charge fixed fees and 36% 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 St. Louis, 44% of the 25 advisors listed hold the CFP.
- CFP44% in St. Louis
- The CFP covers gifting, trusts, and the wider plan.
- CPA4% in St. Louis
- CPAs handle gift tax returns and estate calculations.
How do St. Louis advisors for family wealth transfer compare with the rest of the US?
44% of fee-only advisors for family wealth transfer in St. Louis hold the CFP, compared with 36% 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 St. Louis. 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 St. Louis?
- 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 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 25 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 |
| Jacob Turner We help athletes and entrepreneurs build and protect wealth. | Moment Private Wealth | St. Louis | CFP | Percentage of assets, Flat fee or retainer |
| 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 |
| Spencer Funk | Precision Wealth Strategies | St. Louis | CFP | Percentage of assets, Hourly |
| Benjamin Tuscai | Sunpointe Investments | 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 |
| 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 |
| 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 |
| 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 |
| Trevor O'Connor | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| 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 |
| Alexandra Dorfman | NorthStar Asset Management | St Louis | Not listed | Percentage of assets |
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