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Find Retirement Advisors for Retirement Planning in Clayton, Missouri
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Clayton, Missouri
Last Updated - April 12, 2024Clayton has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Clayton, Missouri have an average of 26 years of experience.
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List of Qualified Retirement Planning Advisors in Clayton, 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
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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 7 Retirement Planning firms in Clayton, Missouri (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | MATTER FAMILY OFFICE 7711 Bonhomme Avenue, Suite 400 Clayton, MO, 63105 | $3,212,104,878 | 258 | 44 | A Percentage of AUM, Fixed Fees |
| 2 | ARGENT CAPITAL MANAGEMENT LLC 100 South Brentwood Blvd., Suite 110 Clayton, MO, 63105 | $3,002,653,398 | 1057 | 22 | A Percentage of AUM, Performance Based |
| 3 | SMITH MOORE & CO. 7777 Bonhomme Avenue, Suite 2400 Clayton, MO, 63105 | $1,451,104,109 | 4657 | 55 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | CORRECT CAPITAL WEALTH MANAGEMENT, LLC 130 S Bemiston Avenue, Suite 602 Clayton, MO, 63105 | $646,448,163 | 1581 | 6 | A Percentage of AUM, Fixed Fees |
| 5 | ASSET CONSULTING GROUP, LLC 231 South Bemiston Avenue, 14th Floor Clayton, MO, 63105 | $507,837,532 | 13 | 47 | A Percentage of AUM, Fixed Fees, Performance Based |
| 6 | FOUNDATION WEALTH MANAGEMENT, LLC 168 N. Meramec Ave, Suite 100 Clayton, MO, 63105 | $478,007,412 | 1536 | 6 | A Percentage of AUM, Fixed Fees |
| 7 | VISTA FINANCE, LLC 7777 Bonhomme Ave, Suite 1800 Clayton, MO, 63105 | $157,158,891 | 253 | 4 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Clayton, Missouri
QualificationsFirm CRD# 106806
Assets Under Management $3,212,104,878
No. Of Clients258
Clients Per Financial Advisor6
MATTER FAMILY OFFICE is a financial advisory firm situated in Clayton, Missouri. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 258 clients. The team consists of 44 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
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 107930
Assets Under Management $3,002,653,398
No. Of Clients1057
Clients Per Financial Advisor48
ARGENT CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Clayton, Missouri. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1057 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 3441
Assets Under Management $1,451,104,109
No. Of Clients4657
Clients Per Financial Advisor85
SMITH MOORE & CO. is a financial advisory firm situated in Clayton, Missouri. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4657 clients. The team consists of 55 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
- Selection of Other Advisors
QualificationsFirm CRD# 298774
Assets Under Management $646,448,163
No. Of Clients1581
Clients Per Financial Advisor264
CORRECT CAPITAL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Clayton, Missouri. With a nearly $646M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1581 clients. The team consists of 6 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
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 107574
Assets Under Management $507,837,532
No. Of Clients13
Clients Per Financial Advisor0
ASSET CONSULTING GROUP, LLC is a financial advisory firm situated in Clayton, Missouri. With a nearly $508M assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 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
- Performance Based
Financial Planning Services
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 127134
Assets Under Management $478,007,412
No. Of Clients1536
Clients Per Financial Advisor256
FOUNDATION WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Clayton, Missouri. With a nearly $478M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1536 clients. The team consists of 6 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
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 312082
Assets Under Management $157,158,891
No. Of Clients253
Clients Per Financial Advisor63
VISTA FINANCE, LLC is a financial advisory firm situated in Clayton, Missouri. With a nearly $157M assets under management, the firm specializes in crafting personalized retirement planning solutions for 253 clients. The team consists of 4 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
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
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.