Financial advisors for founders in Missouri

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.

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.

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.

See every fee-only advisor fee in Missouri

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.

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?

1. How many clients have you taken through an exit, and at what size?
2. How would you check whether my shares qualify for QSBS?
3. What should I do before a term sheet that I can't do after?
4. How would you invest the proceeds in the first year?
5. How do you account for local income tax where I live and work?
6. 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.