Financial advisors for tax planning in Missouri
Which financial advisor should I talk to about tax planning in Missouri?
For tax planning in Missouri, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Richard Salmen of Family Investment Center, John Davis of JKD Financial and Dan Reiter of Prosperity Planning, Inc..
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Richard Salmen Family Investment Center, St. Joseph Holds the EA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- John Davis JKD Financial, Springfield Holds the EA and CFP. Fees on file: flat fee or retainer, hourly.
- Dan Reiter Prosperity Planning, Inc., North Kansas City Holds the CPA and CFP. Fees on file: percentage of assets.
- Craig Toberman Toberman Becker Wealth, LLC, St. Louis Holds the CPA and CFP. Fees on file: percentage of assets.
- Jon Vance Vance Financial Planning, LLC, Springfield Holds the EA and CFP. Fees on file: flat fee or retainer, hourly.
- Sakis Salas Acropolis Investment Management, LLC, Chesterfield Holds the CPA and CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Missouri work on tax planning?
The Wellspent public graph lists 95 fee-only advisors for tax planning in Missouri, at 53 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for tax planning in Missouri located?
Of the 95 fee-only advisors for tax planning in Missouri, 29 are in St. Louis, followed by 10 in Kansas City and 5 in Columbia.
Plus 42 in other cities.
How do fee-only advisors for tax planning in Missouri charge?
The most common fee among fee-only advisors for tax planning in Missouri is a percentage of assets, used by 83% of the 95 with fees on file. Many use more than one: 57% charge fixed fees and 40% 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 tax planning have?
For tax planning, look for the EA, CPA and CFP. In Missouri, 53% of the 95 advisors listed hold the CFP.
- EA3% in Missouri
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA7% in Missouri
- CPAs bring broad tax and accounting depth.
- CFP53% in Missouri
- The CFP connects tax decisions to the rest of the plan.
How do Missouri advisors for tax planning compare with the rest of the US?
57% of fee-only advisors for tax planning in Missouri charge fixed fees, compared with 50% of the 5,860 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 tax planning.
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 should I ask a financial advisor about tax planning in Missouri?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How do you account for local income tax where I live and work?
How current is this list of fee-only advisors for tax planning 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 95 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Craig Toberman | Toberman Becker Wealth, LLC | St. Louis | CFA, CFP, CPA, MBA | Percentage of assets |
| Dan Reiter | Prosperity Planning, Inc. | North Kansas City | CFP, CPA | Percentage of assets |
| Danielle Harrison | Harrison Financial Planning | Columbia | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Joel Huet | White Sand Wealth Management, LLC | Liberty | CFP, CTFA, MBA | Percentage of assets, Hourly |
| Mike Zeiter | Foundations Financial Planning | Carthage | CFP, CPA, PFS | Ongoing planning fee, Percentage of assets |
| Sakis Salas | Acropolis Investment Management, LLC | Chesterfield | CFP, CPA, CRPC | Percentage of assets |
| Tyler Landes | Tandem Financial Guidance, LLC | Kansas City | AIF, CFP | Ongoing planning fee, One-time planning fee |
| Chris Arnold | Refresh Wealth | University City | CFP | Percentage of assets, Ongoing planning fee |
| Donovan Brooks | Prospurpose Wealth | Saint Joseph | CFP | Ongoing planning fee |
| John Davis | JKD Financial | Springfield | CFP, EA | Flat fee or retainer, Hourly |
| Jon Vance | Vance Financial Planning, LLC | Springfield | CFP, EA | Flat fee or retainer, Hourly |
| Kristine McKinley | Beacon Financial Advisors, LLC | Kansas City | CFP, CPA | Hourly, Ongoing planning fee |
| Michael Hunsberger | Next Mission Financial Planning | Saint Charles | CFP, ChFC, CCFC | Flat fee or retainer, Ongoing planning fee |
| Richard Salmen | Family Investment Center | St. Joseph | CFP, CFA, EA | Percentage of assets, Ongoing planning fee |
| Stanton Burns | Oakview Wealth Solutions LLC | St. Charles | CFP | Percentage of assets, Hourly |
| David Foster | Gateway Wealth Management, LLC | Saint Louis | CFP, RICP, CAP | Percentage of assets |
| Michael Zung | Java Wealth Planning | Lees Summit | CFP | 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 |
| Tom Kaminski | Twin Robins Capital, LLC | Kansas City | CFP, CRPC | Percentage of assets, Fixed fees |
| David Zaegel | CWOs for Hire | Town & Country | CFP, CPA | Percentage of assets, Hourly |
| Ethan Bridgewater | Bridgewater Advisory Group LLC | Crystal City | CFP, ChFC | Percentage of assets, Hourly |
| Jordan Nietzel | Trek Wealth Planning | Columbia | CFP, CFA | Ongoing planning fee |
| Alex Borgardts | Next Bloom Wealth | Gladstone | CFP, CPA/PFS, CPA, PFS | Percentage of assets, Hourly |
| James Hargrave | Pillar Financial Planning | Raymore | CFP | Hourly, Flat fee or retainer |
| Richard Armstrong | Faith Investor Services | Wildwood | CFP | Percentage of assets |
| Jessica Humble | Eagle Bluffs Wealth Management | Columbia | CFP | Percentage of assets |
| Ryan Furlong Tax Efficient Wealth Management for families who want to leave a legacy. | Parkwoods Wealth Partners | St Louis | CFP | Percentage of assets |
| Beth Watts | Financial Avenues, LLC. | Kansas City | CFP | Hourly, Fixed fees |
| 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 |
| Kevin Schnell | Schnell Financial Group | Sedalia | 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 |
| Garrett Gould | Halyard Financial | St. Louis | CFP | Percentage of assets |
| Nicholas Allgeyer | Worley Banks Group | Creve Coeur | CFP | Percentage of assets |
| Nicholas Thurwanger | Eagle Bluffs Wealth Management | Columbia | CFA | Percentage of assets |
| 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 |
| Joseph Darpel | Smart Steps Wealth Management | 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 |
| 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 |
| Thomas Brady | Brady Family Wealth | Saint Louis | CFP, CFA | Percentage of assets, Hourly |
| Betsy Mays | Coffman Wealth Advisors | Poplar Bluff | CFP | Percentage of assets, Hourly |
| Edgerly Roberts | Eagle Bluffs Wealth Management | Columbia | Not listed | Percentage of assets |
| Jordan Worley | Coffman Wealth Advisors | Poplar Bluff | CFP | Percentage of assets, Hourly |
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