Financial advisors for tax planning in St. Louis, Missouri
Which financial advisor should I talk to about tax planning in St. Louis?
For tax planning in St. Louis, 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 Craig Toberman of Toberman Becker Wealth, LLC, Brad Tinnon of B.E.S.T. Wealth Management and Garrett Gould of Halyard Financial.
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 CPA and CFP. Fees on file: percentage of assets.
- Brad Tinnon B.E.S.T. Wealth Management, St. Louis City Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Garrett Gould Halyard Financial, St. Louis City Holds the CFP. Fees on file: percentage of assets.
- Ryan Furlong Parkwoods Wealth Partners, St Louis Holds the CFP. Fees on file: percentage of assets.
- David Foster Gateway Wealth Management, LLC, Saint Louis Holds the CFP. Fees on file: percentage of assets.
- Ryan Heidenreich Sunpointe Investments, St. Louis City Holds the CFP. Fees on file: percentage of assets, fixed fees.
How many fee-only financial advisors in St. Louis work on tax planning?
The Wellspent public graph lists 33 fee-only advisors for tax planning in St. Louis, at 14 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for tax planning in St. Louis charge?
The most common fee among fee-only advisors for tax planning in St. Louis is a percentage of assets, used by 94% of the 33 with fees on file. Many use more than one: 67% charge fixed fees and 33% 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 CPA and CFP. In St. Louis, 52% of the 33 advisors listed hold the CFP.
- CPA3% in St. Louis
- CPAs bring broad tax and accounting depth.
- CFP52% in St. Louis
- The CFP connects tax decisions to the rest of the plan.
How do St. Louis advisors for tax planning compare with the rest of the US?
67% of fee-only advisors for tax planning in St. Louis 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 St. Louis. 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 St. Louis?
- 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 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 33 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Craig Toberman | Toberman Becker Wealth, LLC | St. Louis | CFA, CFP, CPA, MBA | Percentage of assets |
| David Foster | Gateway Wealth Management, LLC | Saint Louis | CFP, RICP, CAP | 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 |
| 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 |
| Spencer Funk | Precision Wealth Strategies | St. Louis | CFP | Percentage of assets, Hourly |
| Garrett Gould | Halyard Financial | St. Louis | CFP | Percentage of assets |
| 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 |
| Kenneth Bower | Clayton Financial Group | St. Louis | CFP | Percentage of assets, Fixed fees |
| Matthew Bower | Clayton Financial Group | St. Louis | CFP | Percentage of assets, Fixed fees |
| Zachary Kratofil | Clayton Financial Group | St. Louis | CFP | Percentage of assets, Fixed fees |
| Alexander Hoover | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| Brandon Oliver | Oliver Wealth Management | St. Louis | Not listed | Ongoing planning fee |
| Daniel Berg | B.E.S.T. Wealth Management | St. Louis | Not listed | Percentage of assets, Flat fee or retainer |
| Darin Robinson | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| Gina Reeves | KEB – Kerber, Eck & Braeckel | St. Louis | PFS | 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 |
| Steven Dumstorff | KEB – Kerber, Eck & Braeckel | St. Louis | PFS | Percentage of assets, Hourly |
| Trevor O'Connor | Precision Wealth Strategies | St. Louis | Not listed | Percentage of assets, Hourly |
| Fetzer Crockett | 4-C Wealth | St. Louis | Not listed | Percentage of assets, Fixed fees |
| 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 |
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