What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Missouri area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
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Every Missouri Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Lesley Kilcullin
MBA, CFP®
Kilcullin Financial Life Planning
OFallon, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Serving the St. Louis and St. Charles Area
Jason Co
CFP®
CoPlanning Financial
Chesterfield, MO
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Financial Planning, Long Term Care Insurance Planning, Estate Planning
We offer one time plans and ongoing service on tax focused financial planning and low cost investment management far below 1% for accounts above $1M. Jason Co, CFP® primarily works with Asian Americans and is fluent in Cantonese and Mandarin.
Peter Lazaroff
CFA®, CFP®
Plancorp
Saint Louis, MO
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Multi-generational Wealth Management, Detailed Insurance Planning, Estate Planning, Tax Strategy, Equity Compensation Strategies
Fee-only fiduciary wealth management to take you beyond basic financial advice with a holistic and proactive approach.
Jordan Nietzel
CFA®, CFP®
Trek Wealth Planning
Columbia, MO
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Retirement Planning
Fee-Only financial planner located in Columbia, MO, serving clients locally and across the country
Michael Becker
CFA, CFP®
Toberman Becker Wealth
St. Louis, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Family Business Services
A Fee-Only Financial Advisor Serving St. Louis. Protect your future, build your legacy, and nurture your goals with a financial planning process solely focused on your financial wellbeing.
David Oransky
CPA/PFS, RLP®
Laminar Wealth LLC
Chesterfield, MO
Specialties: Retirement Planning, Comprehensive Financial Planning, Sustainable Portfolio Distributions, Tax Planning, Roth Conversions, Investment Management, Inflation-Protected Bond Ladders
WE HELP YOU MANAGE YOUR FINANCES FOR A SMOOTH RETIREMENT
Dan Danford
CFP®
Family Investment Center
St. Joseph, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Financial Services for Women, Social Security Analysis, Tax Preparation
It's time to make your money make sense for you. Let's plan for some serious freedom.
Lauren Kingsten
CFP®
Acropolis Investment Management
Chesterfield, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Restricted Stock Units (RSUs), Employee Stock Purchase Plans (ESPP), Financial Education for Young Adults
Acropolis is a fee-only wealth management firm, serving individual investors, institutional investors and 401k plan sponsors. We specialize in retirement planning together with 401k and IRA rollovers.
Mary Oransky
CFP®, RLP®
Laminar Wealth LLC
Chesterfield, MO
Specialties: Retirement Income Planning, Comprehensive Financial Planning, Investment Management, Tax Planning, Inflation-Protected Bond Ladders, Roth Conversions
Fee-Only Financial Planner serving the St. Louis, MO area and clients across the country
Tracy St. John
M.S. Personal Financial Planning , RICP®
Financial Avenues LLC
Kansas City, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Cash Flow Anaylsis, Estate Planning, Insurance Analysis
Fee-Only financial planner located in Kansas City, MO, offering services locally or virtually. The firm works on an hourly basis with or without investment management. Investment management is based on a flat fee and not a percent of assets.
Mike Zung
CFP®
Java Wealth Planning
Lees Summit, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Flat fee-only financial planning and investment management firm, based in Lee’s Summit Missouri. I focus on Gen X & Millennial families and the many issues our generations face, with a specialization in IT professionals.
Michael Lissner
CFP®, CEPA®
Acropolis Investment Management
Chesterfield, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Acropolis is a fee-only wealth management firm, serving individual investors, institutional investors and 401k plan sponsors. We specialize in retirement planning together with 401k and IRA rollovers.
J. Christopher Kerckhoff
AIF®, CFP®
Plancorp
Saint Louis, MO
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Multi-generational Wealth Management, Detailed Insurance Planning, Estate Planning, Tax Strategy, Equity Compensation Strategies
Fee-only fiduciary wealth management to take you beyond basic financial advice with a holistic and proactive approach.
Ryan Bouchard
CFA, CFP®, AIF®
Rising Tide Wealth Advisory Solutions
St. Louis, MO
Specialties: Business Analysis and Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Insurance Planning, Annuity Analysis
I help educate advisors and investors to simplify the complexities of markets, economics, business and finance. My goal is to increase the efficiency of investing by reducing blind spots and plugging leaks (e.g. unnecessary fees) for investors.
Bradley Combs
CFP®, CPA
Acropolis Investment Management
Chesterfield, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Acropolis is a fee-only wealth management firm, serving individual investors, institutional investors and 401k plan sponsors. We specialize in retirement planning together with 401k and IRA rollovers.
Ashley Dickson
CFP®
Next Bloom Wealth LLC
Gladstone, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial advisor located in located in Kansas City in the Gladstone neighborhood north of downtown. Serving clients locally and across the country. Plan well. Retire confidently.
Deborah Meyer
CFP®, CPA, CEPA®
WorthyNest
Saint Charles, MO
Specialties: Business Exit Planning, Retirement Planning, College Savings, Faith-Driven Investing, Values-Based Financial Planning
Fee-Only, Fiduciary Financial Planner and Investment Advisor in Saint Charles, MO who serves clients nationally.
Matthew Hawk
CFP®
Cambridge Capital Management, LLC
St. Louis, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Fee-Only financial planner with offices in St. Louis, MO and O'Fallon, IL focused on providing unique and customized comprehensive financial planning.
Alex Borgardts
CPA/PFS, CFP®
Next Bloom Wealth
Gladstone, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning
Fee-Only financial advisor located in located in Kansas City in the Gladstone neighborhood north of downtown. Serving clients locally and across the country. Plan well. Retire confidently.
Mike Hunsberger
CFP®, ChFC®, CCFC®
Next Mission Financial Planning
Saint Charles, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Funding, Tax and Estate Planning, Charitable Giving
Fee-Only financial planner serving military, former military, and military retirees across the country
Tom Kaminski
CFP®, CRPC®
Twin Robins
Kansas City, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity Compensation
I help high income professionals, often with equity compensation, build a thoughtful long term tax and investment plan. I also help two-income families with young children get organized and make optimal decisions with their competing goals.
Tyler Landes
CFP®, AIF®
Tandem Financial Guidance
Kansas City, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Kansas City, MO, serving clients locally and across the country
Craig Toberman
CFA®, CPA, CFP®
Toberman Becker Wealth
St. Louis, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Family Business Services
A Fee-Only Financial Advisor Serving St. Louis. Protect your future, build your legacy, and nurture your goals with a financial planning process solely focused on your financial wellbeing.
Sakis Salas
CFP®
Acropolis Investment Management
Chesterfield, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Acropolis is a fee-only wealth management firm, serving individual investors, institutional investors and 401k plan sponsors. We specialize in retirement planning together with 401k and IRA rollovers.
Austin Lewis
CFP®
Plancorp
St. Louis, MO
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Multi-generational Wealth Management, Detailed Insurance Planning, Estate Planning, Tax Strategy, Equity Compensation Strategies
Fee-only fiduciary wealth management to take you beyond basic financial advice with a holistic and proactive approach.
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.
Carl Goodin
CFP®
Financial Planning Associates, Inc.
Ellisville, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in St. Louis, MO and serving clients across the United States.
Ben Schwartz
CFP®, AIF®
Plancorp
Saint Louis, MO
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Multi-generational Wealth Management, Detailed Insurance Planning, Estate Planning, Tax Strategy, Equity Compensation Strategies
Fee-only fiduciary wealth management to take you beyond basic financial advice with a holistic and proactive approach.
Dan Reiter
CFP®, CPA
Prosperity Planning, Inc.
Kansas City, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Employee Benefits Review, Advice on Stock Options and Restricted Stock, Charitable Giving Strategies
Fee-only financial advisor in Kansas City, MO, serving pre-retirees, divorcees, business owners and entrepreneurs, and high-income women.
David Foster
CFP®, RICP®, CAP®
Gateway Wealth Management, LLC
Saint Louis, MO
Specialties: Retirement Income Planning, When to Claim Social Security, Tax Minimization Strategies, Investment Management, Estate Planning Reviews, Charitable Giving
Fee-Only financial planner specializing in retirement income and tax planning, located in Saint Louis, MO, serving clients locally and across the country.
Lei Deng
CFA®, CFP®
Savor Financial
Saint Louis, MO
Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, Finance and Value Alignment
Fee-Only financial planning powered by empathy, partnership, and the human side of money. Located in Saint Louis, MO, serving clients locally and across the country
Joel Huet
CFP®, CTFA, CISP
White Sand Wealth Management
Liberty, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Liberty, MO, serving clients locally and across the country
David Zaegel
CPA, CFP®
CWOs for Hire
Town & Country, MO
Specialties: Retirement Income Planning, Tax Planning, Investment Management
Retirement Planning and Tax Expert
Wakefield Hare
CFP®
Greater Than Financial
Kansas City, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Kansas City, MO serving clients in the Kansas City Northland and across the United States.
Kristine McKinley
CFP®, CPA
Beacon Financial Advisors, LLC
Lee's Summit, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planning firm located in Kansas City, Missouri, serving the greater Kansas City and Overland Park area
Joe Petry
PhD, CFP®, CRPC™®
Mayfair Financial
Kirkwood, MO
Specialties: Retirement Income Planning, Tax Planning, Asset Management, Comprehensive Financial Planning
Fee-Only financial planner located in Kirkwood, MO, serving clients locally and across the country
Derek Jess
CFP®
Plancorp
Saint Louis, MO
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Multi-generational Wealth Management, Detailed Insurance Planning, Estate Planning, Tax Strategy, Equity Compensation Strategies
Fee-only fiduciary wealth management to take you beyond basic financial advice with a holistic and proactive approach.
Michele Clark
CFP®, CRPC™®
Acropolis Investment Management
Chesterfield, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Acropolis is a fee-only wealth management firm, serving individual investors, institutional investors and 401k plan sponsors. We specialize in retirement planning together with 401k and IRA rollovers.
Mark Schweiss
CFP®, CFA®, CPA
Modern Dollar Planning
St. Louis, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We help executives and medical professionals gain financial peace of mind and grow their wealth through one-on-one financial planning and investment management using a transparent, flat fee model.
Ryan Graves
CFA®
Bemiston Asset Management
Webster Groves, MO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in St. Louis, MO, serving mid-career professionals and their families locally and across the country
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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)
