# Financial advisors for founders in Missouri > For founders in Missouri, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Craig Toberman of Toberman Becker Wealth, LLC, Sakis Salas of Acropolis Investment Management, LLC and Lei Deng of Core Planning, LLC. Page: https://find.wellspent.co/specialties/founders-pre-exit/missouri/ 45 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as a founder in Missouri? For founders in Missouri, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Craig Toberman of Toberman Becker Wealth, LLC, Sakis Salas of Acropolis Investment Management, LLC and Lei Deng of Core Planning, LLC. - [Craig Toberman](https://find.wellspent.co/advisors/craig-toberman/), Toberman Becker Wealth, LLC, St. Louis. Holds the CPA, CFP and CFA. Fees on file: percentage of assets. - [Sakis Salas](https://find.wellspent.co/advisors/sakis-salas/), Acropolis Investment Management, LLC, Chesterfield. Holds the CPA and CFP. Fees on file: percentage of assets. - [Lei Deng](https://find.wellspent.co/advisors/lei-deng/), Core Planning, LLC, Saint Louis. Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer. - [David Zaegel](https://find.wellspent.co/advisors/david-zaegel/), CWOs for Hire, Town & Country. Holds the CPA and CFP. Fees on file: percentage of assets, hourly. - [Bryan Vowels](https://find.wellspent.co/advisors/bryan-vowels/), TrueNorth Wealth & Impact, Joplin. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. - [Zach Ungerott](https://find.wellspent.co/advisors/zach-ungerott/), Hightower Wealth Advisors, St. Louis. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. ## How many fee-only financial advisors in Missouri work with founders? The Wellspent public graph lists 45 fee-only advisors for founders in Missouri, at 22 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for founders in Missouri located? Of the 45 fee-only advisors for founders in Missouri, 13 are in St. Louis, followed by 10 in Kansas City and 6 in Chesterfield. ## How do fee-only advisors for founders in Missouri charge? The most common fee among fee-only advisors for founders in Missouri is a percentage of assets, used by 96% of the 45 with fees on file. Many use more than one: 64% charge fixed fees and 53% 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 founders have? For founders, look for the CPA, CFP and CFA. In Missouri, 49% of the 45 advisors listed hold the CFP. - CPA (7% of advisors listed): CPAs can model deal structure and the tax on proceeds. - CFP (49% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (11% of advisors listed): The CFA helps with investing a large sum at once. ## How do Missouri advisors for founders compare with the rest of the US? 49% of fee-only advisors for founders in Missouri hold the CFP, compared with 41% of the 3,000 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What happens to stock pay if you move to or from Missouri? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Missouri can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as a founder in Missouri? - How many clients have you taken through an exit, and at what size? - How would you check whether my shares qualify for QSBS? - What should I do before a term sheet that I can't do after? - How would you invest the proceeds in the first year? - How do you account for local income tax where I live and work? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for founders 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Craig Toberman](https://find.wellspent.co/advisors/craig-toberman.md) | Toberman Becker Wealth, LLC | St. Louis, Missouri | CFA, CFP, CPA, MBA | Percentage of assets | | [Sakis Salas](https://find.wellspent.co/advisors/sakis-salas.md) | Acropolis Investment Management, LLC | Chesterfield, Missouri | CFP, CPA, CRPC | Percentage of assets | | [Lei Deng](https://find.wellspent.co/advisors/lei-deng.md) | Core Planning, LLC | Saint Louis, Missouri | CFP, CFA | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee | | [Michael Zung](https://find.wellspent.co/advisors/michael-zung.md) | Java Wealth Planning | Lees Summit, Missouri | CFP | Flat fee or retainer | | [David Zaegel](https://find.wellspent.co/advisors/david-zaegel.md) | CWOs for Hire | Town & Country, Missouri | CFP, CPA | Percentage of assets, Hourly, Fixed fees | | [James Hargrave](https://find.wellspent.co/advisors/james-hargrave.md) | Pillar Financial Planning | Raymore, Missouri | CFP | Hourly, Flat fee or retainer, Ongoing planning fee, Percentage of assets, One-time planning fee | | [Jacob Turner](https://find.wellspent.co/advisors/jacob-turner.md) | Moment Private Wealth | St. Louis, Missouri | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Ryan Furlong](https://find.wellspent.co/advisors/ryan-furlong.md) | Parkwoods Wealth Partners | St Louis, Missouri | CFP | Percentage of assets | | [Zach Ungerott](https://find.wellspent.co/advisors/zach-ungerott.md) | Hightower Wealth Advisors | St. Louis, Missouri | CFP | Percentage of assets, One-time planning fee, Flat fee or retainer | | [Christopher Battreall](https://find.wellspent.co/advisors/christopher-battreall.md) | Precision Wealth Strategies | St. Louis, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Spencer Funk](https://find.wellspent.co/advisors/spencer-funk.md) | Precision Wealth Strategies | St. Louis, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Tedi Hughes](https://find.wellspent.co/advisors/tedi-hughes.md) | Destiny Capital | Lake Ozark, Missouri | CFP | Percentage of assets, Flat fee or retainer | | [James Hofman](https://find.wellspent.co/advisors/james-hofman.md) | Hofman Wealth Management | Chesterfield, Missouri | CFP | Percentage of assets | | [Robert Hofman](https://find.wellspent.co/advisors/robert-hofman.md) | Hofman Wealth Management | Chesterfield, Missouri | CFP | Percentage of assets | | [Todd Brand](https://find.wellspent.co/advisors/todd-brand.md) | Brand Asset Management Group, Inc. | Chesterfield, Missouri | AIF | Percentage of assets, Fixed fees | | [Austin Drake](https://find.wellspent.co/advisors/austin-drake.md) | Sterneck Capital Management | Kansas City, Missouri | CFP | Percentage of assets, Fixed fees | | [Bryan Vowels](https://find.wellspent.co/advisors/bryan-vowels.md) | TrueNorth Wealth & Impact | Joplin, Missouri | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Danielle Brown](https://find.wellspent.co/advisors/danielle-brown.md) | Buttonwood Financial Group | Kansas City, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Jason Sandfort](https://find.wellspent.co/advisors/jason-sandfort.md) | Angell Capital Management | St. Charles, Missouri | CFP | Percentage of assets, Fixed fees | | [Mitchell Gasbarro](https://find.wellspent.co/advisors/mitchell-gasbarro.md) | Buttonwood Financial Group | Kansas City, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Rachael Graf](https://find.wellspent.co/advisors/rachael-graf.md) | Buttonwood Financial Group | Kansas City, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Troy Stovern](https://find.wellspent.co/advisors/troy-stovern.md) | TrueNorth Wealth & Impact | Joplin, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [Brett Rufkahr](https://find.wellspent.co/advisors/brett-rufkahr.md) | Alpine Private Wealth | Saint Louis, Missouri | CFA | Percentage of assets | | [Brian Yost](https://find.wellspent.co/advisors/brian-yost.md) | Alpine Private Wealth | Saint Louis, Missouri | CFA | Percentage of assets | | [Alexander Hoover](https://find.wellspent.co/advisors/alexander-hoover.md) | Precision Wealth Strategies | St. Louis, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Brandon Oliver](https://find.wellspent.co/advisors/brandon-oliver.md) | Oliver Wealth Management | St. Louis, Missouri | | Ongoing planning fee | | [Darin Robinson](https://find.wellspent.co/advisors/darin-robinson.md) | Precision Wealth Strategies | St. Louis, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Nathan Cameron](https://find.wellspent.co/advisors/nathan-cameron.md) | Precision Wealth Strategies | St. Louis, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Trevor O'Connor](https://find.wellspent.co/advisors/trevor-o-connor.md) | Precision Wealth Strategies | St. Louis, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Douglas Rothermich](https://find.wellspent.co/advisors/douglas-rothermich.md) | Fidelis Capital | Saint Charles, Missouri | | Percentage of assets, Fixed fees | | [Hannah Wardenburg](https://find.wellspent.co/advisors/hannah-wardenburg.md) | The Wealth Collaborative | Lake Saint Louis, Missouri | CFP | Percentage of assets, Hourly, Fixed fees | | [John Hofman](https://find.wellspent.co/advisors/john-hofman.md) | Hofman Wealth Management | Chesterfield, Missouri | | Percentage of assets | | [Theodore Hellman](https://find.wellspent.co/advisors/theodore-hellman.md) | Hofman Wealth Management | Chesterfield, Missouri | | Percentage of assets | | [Brandie Giffin](https://find.wellspent.co/advisors/brandie-giffin.md) | Sterneck Capital Management | Kansas City, Missouri | | Percentage of assets, Fixed fees | | [Carlos Carriedo Samaniego](https://find.wellspent.co/advisors/carlos-carriedo-samaniego.md) | Buttonwood Financial Group | Kansas City, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Connor Williamson](https://find.wellspent.co/advisors/connor-williamson.md) | TrueNorth Wealth & Impact | Joplin, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Jon McGraw](https://find.wellspent.co/advisors/jon-mcgraw.md) | Buttonwood Financial Group | Kansas City, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Kaden Ludlow](https://find.wellspent.co/advisors/kaden-ludlow.md) | Buttonwood Financial Group | Kansas City, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Kenneth Coplen](https://find.wellspent.co/advisors/kenneth-coplen.md) | SFC Financial | St. Louis, Missouri | PFS | Percentage of assets, Hourly, Fixed fees | | [Robin Sterneck](https://find.wellspent.co/advisors/robin-sterneck.md) | Sterneck Capital Management | Kansas City, Missouri | | Percentage of assets, Fixed fees | | [Scott Angell](https://find.wellspent.co/advisors/scott-angell.md) | Angell Capital Management | Centralia, Missouri | | Percentage of assets, Fixed fees | | [Vincent Pastorino](https://find.wellspent.co/advisors/vincent-pastorino.md) | Buttonwood Financial Group | Kansas City, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Jacob Potter](https://find.wellspent.co/advisors/jacob-potter.md) | SFC Financial | St. Louis, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Sharon Stanton](https://find.wellspent.co/advisors/sharon-stanton.md) | SFC Financial | St. Louis, Missouri | | Percentage of assets, Hourly, Fixed fees | | [Walter Klein](https://find.wellspent.co/advisors/walter-klein.md) | SFC Financial | Sunset Hills, Missouri | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in Missouri](https://find.wellspent.co/specialties/retirement-planning/missouri.md) - [Tax planning in Missouri](https://find.wellspent.co/specialties/tax-planning/missouri.md) - [Estate planning in Missouri](https://find.wellspent.co/specialties/estate-planning/missouri.md) - [Family wealth transfer in Missouri](https://find.wellspent.co/specialties/family-wealth-transfer/missouri.md) - [Pre-retirees in Missouri](https://find.wellspent.co/audiences/pre-retirees/missouri.md) - [Executives in Missouri](https://find.wellspent.co/audiences/executives/missouri.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).