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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 - April 20, 2024Missouri has 8 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 19 years of experience.
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List of Qualified Retirement Planning Advisors in Missouri
VERIFIEDDavid 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
VERIFIEDJohn 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
VERIFIEDLisa J Hamilton
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
VERIFIEDWilliam 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
VERIFIEDShuyang 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
VERIFIEDMichael Becker
CFP®, CFA®
Toberman Becker Wealth
Qualifications
CRD# 6761484
Firm CRD# 310346
Minimum Assets Required
Not Specified
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.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDNick Love
Prudential
Qualifications
CRD# 2127851
Firm CRD# 5685
Series 6, 7, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Missouri (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | EDWARD JONES 12555 Manchester Rd, St. Louis, MO, 63131 | $593,126,816,828 | 4558331 | 28607 | 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 | $524,940,620,141 | 1428999 | 20587 | 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 | $277,313,111,722 | 216 | 383 | 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 | $215,298,863,331 | 464 | 213 | A Percentage of AUM, Fixed Fees, Performance Based |
| 5 | OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road, St. Louis, MO, 63131 | $149,003,820,688 | 12 | 173 | A Percentage of AUM, Other (SEE SCHEDULE D-MISCELLANEOUS) |
| 6 | STIFEL, NICOLAUS & COMPANY, INCORPORATED 501 N Broadway, St Louis, MO, 63102 | $132,550,931,898 | 334814 | 6729 | 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 | $103,107,458,350 | 267333 | 2705 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 8 | ASCENSION INVESTMENT MANAGEMENT 4600 Edmundson Road St., St. Louis, MO, 63134 | $40,060,183,528 | 14 | 26 | A Percentage of AUM, Fixed Fees, Other (REIMBURSEMENT OF EXPENSES) |
| 9 | MONETA GROUP INVESTMENT ADVISORS, LLC 100 South Brentwood Blvd., St. Louis, MO, 63105 | $30,651,380,206 | 37339 | 460 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | SCOUT INVESTMENTS, INC. 1201 Walnut St, 21st Floor Kansas City, MO, 64106 | $26,303,652,335 | 160 | 53 | A Percentage of AUM, Fixed Fees, Performance Based |
| 11 | BUCKINGHAM STRATEGIC WEALTH, LLC 8182 Maryland Avenue, Suite 500 St Louis, MO, 63105 | $24,329,498,629 | 46117 | 584 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | BUCKINGHAM STRATEGIC PARTNERS, LLC 8182 Maryland Avenue, Suite 500 St. Louis, MO, 63105 | $24,258,657,720 | 76566 | 584 | 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 | $11,262,450,812 | 42128 | 702 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | FORVIS WEALTH ADVISORS, LLC 910 East St Louis St, Springfield, MO, 65806 | $7,888,121,845 | 12298 | 120 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | CONFLUENCE INVESTMENT MANAGEMENT LLC 20 Allen Avenue, Ste 300, Saint Louis, MO, 63119 | $6,928,892,883 | 17616 | 47 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Ballwin, Missouri
- Retirement Planners in Kansas City, Missouri
- Retirement Planners in Saint Louis, Missouri
- Retirement Planners in Springfield, Missouri
Looking for more choices? Use our free match service to compare retirement planners serving your area.