Fee-Only Financial Planners in Columbia, MO

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Columbia, MO:

Jordan Nietzel

CFA®, CFP®

Trek Wealth Planning

Columbia, MO

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Stock Options & RSUs

Fee-Only financial planner located in Columbia, MO, serving clients locally and across the country

Timothy Sullivan

CFP®, EA

Clarity Financial, L.L.C.

Columbia, MO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Columbia, MO, serving clients locally and across the country

Danielle Harrison

MBA, CFP®, CFT-I®™

Harrison Financial Planning

Columbia, MO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Columbia, MO, serving clients locally and across the country.

Steven Erickson

CFP®, MBA, JD, CRPC®, AWMA®

Erickson Financial Solutions, LLC

Columbia, MO

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

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