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Find Retirement Advisors for Retirement Planning in Missouri

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Missouri, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in Missouri

Last Updated - February 15, 2024

Missouri has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 163 non-vetted advisors in your local area. These retirement advisors in Missouri have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in Missouri

advisor-photo
vector.svg VERIFIED

David Naert
Oppenheimer & Company

Qualifications
CRD# 1532335
Firm CRD# 249
Series 4, 6, 7, 23, 63, 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based

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John C. Wahl
CFP®, ChFC®
One Bridge Wealth Management

Qualifications
CRD# 5833997
Firm CRD# 8032
Series 7, 63, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

advisor-photo
vector.svg VERIFIED

Lisa J Hamilton, CFP®
CFP®
Hamilton Financial Planning, LLC

Qualifications
CRD# 6489021
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$50,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Commissions, Based on Assets

advisor-photo
vector.svg VERIFIED

William L. Meyer
CLU®, AIF®, ChFC®
Cutter & Company, Inc.

Qualifications
CRD# 1018380
Firm CRD# 22449
Series 4, 6, 7, 24, 27, 31, 53, 63, 86, 87

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo
vector.svg VERIFIED

Shuyang Balazi
Capital360Financial

Qualifications
CRD# 6375882
Firm CRD# 297178
Series 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Alec Bethurum
Sterneck Capital

Qualifications
CRD# 3197498
Firm CRD# 11111
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

Top 15 Retirement Planning firms in Missouri (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
EDWARD JONES
12555 Manchester Rd,
St. Louis, MO, 63131
$593,126,816,828455833128607
A Percentage of AUM, Other (SEE SCHEDULE D - MISCELLANEOUS)
2
WELLS FARGO CLEARING SERVICES, LLC
One North Jefferson Avenue, Mail Code: H0004-063
St. Louis, MO, 63103-2205
$524,940,620,141142899920587
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
3
NISA INVESTMENT ADVISORS, LLC
101 South Hanley Road Suite 1700,
St. Louis, MO, 63105-3787
$277,313,111,722216383
A Percentage of AUM, Fixed Fees, Performance Based, Other (OTHER APPROPRIATE MEASURE OF PROGRAM SIZE)
4
AMERICAN CENTURY INVESTMENT MANAGEMENT INC
4500 Main Street,
Kansas City, MO, 64111-7709
$215,298,863,331464213
A Percentage of AUM, Fixed Fees, Performance Based
5
OLIVE STREET INVESTMENT ADVISERS, LLC
12555 Manchester Road,
St. Louis, MO, 63131
$149,003,820,68812173
A Percentage of AUM, Other (SEE SCHEDULE D-MISCELLANEOUS)
6
STIFEL, NICOLAUS & COMPANY, INCORPORATED
501 N Broadway,
St Louis, MO, 63102
$132,550,931,8983348146729
A Percentage of AUM, Fixed Fees, Commission Based
7
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
One North Jefferson Avenue, Mail Code: H0004-063
St. Louis, MO, 63103
$103,107,458,3502673332705
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
8
ASCENSION INVESTMENT MANAGEMENT
4600 Edmundson Road St.,
St. Louis, MO, 63134
$40,060,183,5281426
A Percentage of AUM, Fixed Fees, Other (REIMBURSEMENT OF EXPENSES)
9
MONETA GROUP INVESTMENT ADVISORS, LLC
100 South Brentwood Blvd.,
St. Louis, MO, 63105
$30,651,380,20637339460
A Percentage of AUM, Hourly charges, Fixed Fees
10
SCOUT INVESTMENTS, INC.
1201 Walnut St, 21st Floor
Kansas City, MO, 64106
$26,303,652,33516053
A Percentage of AUM, Fixed Fees, Performance Based
11
BUCKINGHAM STRATEGIC WEALTH, LLC
8182 Maryland Avenue, Suite 500
St Louis, MO, 63105
$24,329,498,62946117584
A Percentage of AUM, Hourly charges, Fixed Fees
12
BUCKINGHAM STRATEGIC PARTNERS, LLC
8182 Maryland Avenue, Suite 500
St. Louis, MO, 63105
$24,258,657,72076566584
A Percentage of AUM, Fixed Fees, Other (FEE SHARING WITH INDEPENDENT REGISTERED INVESTMENT ADVISORS)
13
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED
One North Brentwood Boulevard, Suite 850
St. Louis, MO, 63105
$11,262,450,81242128702
A Percentage of AUM, Hourly charges, Fixed Fees
14
FORVIS WEALTH ADVISORS, LLC
910 East St Louis St,
Springfield, MO, 65806
$7,888,121,84512298120
A Percentage of AUM, Hourly charges, Fixed Fees
15
CONFLUENCE INVESTMENT MANAGEMENT LLC
20 Allen Avenue, Ste 300,
Saint Louis, MO, 63119
$6,928,892,8831761647
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Missouri

QualificationsFirm CRD# 250

Assets Under Management $593,126,816,828

No. Of Clients4558331

Clients Per Financial Advisor159

EDWARD JONES is a financial advisory firm situated in St. Louis, Missouri. With a nearly $593B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4558331 clients. The team consists of 28607 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (SEE SCHEDULE D - MISCELLANEOUS)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 19616

Assets Under Management $524,940,620,141

No. Of Clients1428999

Clients Per Financial Advisor69

WELLS FARGO CLEARING SERVICES, LLC is a financial advisory firm situated in St. Louis, Missouri. With a nearly $525B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1428999 clients. The team consists of 20587 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 107313

Assets Under Management $277,313,111,722

No. Of Clients216

Clients Per Financial Advisor1

NISA INVESTMENT ADVISORS, LLC is a financial advisory firm situated in St. Louis, Missouri. With a nearly $277B assets under management, the firm specializes in crafting personalized retirement planning solutions for 216 clients. The team consists of 383 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based
  • Other (OTHER APPROPRIATE MEASURE OF PROGRAM SIZE)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 105778

Assets Under Management $215,298,863,331

No. Of Clients464

Clients Per Financial Advisor2

AMERICAN CENTURY INVESTMENT MANAGEMENT INC is a financial advisory firm situated in Kansas City, Missouri. With a nearly $215B assets under management, the firm specializes in crafting personalized retirement planning solutions for 464 clients. The team consists of 213 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 166710

Assets Under Management $149,003,820,688

No. Of Clients12

Clients Per Financial Advisor0

OLIVE STREET INVESTMENT ADVISERS, LLC is a financial advisory firm situated in St. Louis, Missouri. With a nearly $149B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 173 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (SEE SCHEDULE D-MISCELLANEOUS)

Financial Planning Services

  • Portfolio Management for Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 793

Assets Under Management $132,550,931,898

No. Of Clients334814

Clients Per Financial Advisor50

STIFEL, NICOLAUS & COMPANY, INCORPORATED is a financial advisory firm situated in St Louis, Missouri. With a nearly $133B assets under management, the firm specializes in crafting personalized retirement planning solutions for 334814 clients. The team consists of 6729 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 11025

Assets Under Management $103,107,458,350

No. Of Clients267333

Clients Per Financial Advisor99

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC is a financial advisory firm situated in St. Louis, Missouri. With a nearly $103B assets under management, the firm specializes in crafting personalized retirement planning solutions for 267333 clients. The team consists of 2705 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 159767

Assets Under Management $40,060,183,528

No. Of Clients14

Clients Per Financial Advisor1

ASCENSION INVESTMENT MANAGEMENT is a financial advisory firm situated in St. Louis, Missouri. With a nearly $40B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (REIMBURSEMENT OF EXPENSES)

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 104727

Assets Under Management $30,651,380,206

No. Of Clients37339

Clients Per Financial Advisor81

MONETA GROUP INVESTMENT ADVISORS, LLC is a financial advisory firm situated in St. Louis, Missouri. With a nearly $31B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37339 clients. The team consists of 460 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 111787

Assets Under Management $26,303,652,335

No. Of Clients160

Clients Per Financial Advisor3

SCOUT INVESTMENTS, INC. is a financial advisory firm situated in Kansas City, Missouri. With a nearly $26B assets under management, the firm specializes in crafting personalized retirement planning solutions for 160 clients. The team consists of 53 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 143323

Assets Under Management $24,329,498,629

No. Of Clients46117

Clients Per Financial Advisor79

BUCKINGHAM STRATEGIC WEALTH, LLC is a financial advisory firm situated in St Louis, Missouri. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 46117 clients. The team consists of 584 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 143319

Assets Under Management $24,258,657,720

No. Of Clients76566

Clients Per Financial Advisor131

BUCKINGHAM STRATEGIC PARTNERS, LLC is a financial advisory firm situated in St. Louis, Missouri. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 76566 clients. The team consists of 584 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (FEE SHARING WITH INDEPENDENT REGISTERED INVESTMENT ADVISORS)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 146936

Assets Under Management $11,262,450,812

No. Of Clients42128

Clients Per Financial Advisor60

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED is a financial advisory firm situated in St. Louis, Missouri. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 42128 clients. The team consists of 702 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 110905

Assets Under Management $7,888,121,845

No. Of Clients12298

Clients Per Financial Advisor102

FORVIS WEALTH ADVISORS, LLC is a financial advisory firm situated in Springfield, Missouri. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12298 clients. The team consists of 120 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 146019

Assets Under Management $6,928,892,883

No. Of Clients17616

Clients Per Financial Advisor375

CONFLUENCE INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17616 clients. The team consists of 47 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

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