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Find Retirement Advisors for Retirement Planning in Clayton, Missouri

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 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 registration checks. 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 25, 2025

Clayton has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 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

VERIFIED

David Naert
Oppenheimer & Company

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

Minimum Assets Required
$500,000

Address

1 N. Brentwood Blvd,
Suite 600,
Clayton, MO 63105 See Details

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, Based on Assets

Find An Advisor

VERIFIED

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

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

Minimum Assets Required
$500,000

Address

230 South Bemiston Avenue, Suite 910,
Saint Louis, MO 63105 See Details

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

Find An Advisor

VERIFIED

Dan Hummert
CFP^®, CRPC^®
Hummert Financial

Qualifications
CRD# 5751394
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
Not Specified

Address

13358 Manchester Road,
Suite 200,
Des Peres, MO 63131 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Joe Roddy
CFP^®, AIF^®
West End Advisory Group

Qualifications
CRD# 1112591
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
$250,000

Address

4931 Lindell Blvd Ste 150,
Saint Louis, MO 63108 See Details

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, Tax Advice and Services, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

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

Address

15415 Clayton Road,
Ballwin, MO 63011 See Details

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

Find An Advisor

Top 10 Retirement Planning firms in Clayton, Missouri (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	100 South Brentwood Blvd., Suite 110 Clayton, MO, 63105	$3,428,588,706	1067	21	A percentage of AUM, Performance Based
2	7711 Bonhomme Avenue, Suite 400 Clayton, MO, 63105	$3,389,721,779	234	44	A percentage of AUM, Fixed fees
3	7777 Bonhomme Avenue, Suite 2400 Clayton, MO, 63105	$1,705,976,563	4988	65	A percentage of AUM, Hourly charges, Fixed fees
4	130 S Bemiston Avenue, Suite 602 Clayton, MO, 63105	$806,536,678	1642	5	A percentage of AUM, Fixed fees
5	231 South Bemiston Avenue, 14th Floor Clayton, MO, 63105	$782,230,513	21	46	A percentage of AUM, Fixed fees, Performance Based
6	168 N. Meramec Ave, Suite 100 Clayton, MO, 63105	$525,135,470	1635	5	A percentage of AUM, Fixed fees
7	7701 Forsyth Boulevard, Suite 350 Clayton, MO, 63105	$410,000,000	2	6	A percentage of AUM, Performance Based, Other (MONITORING AND DEAL FEES)
8	7777 Bonhomme Ave, Suite 1800 Clayton, MO, 63105	$209,685,096	365	7	A percentage of AUM, Fixed fees
9	8301 Maryland Ave, Suite 300 Clayton, MO, 63105	$112,930,667	1	11	A percentage of AUM, Fixed fees, Performance Based
10	168 N. Meramec Avenue, Suite 150 Clayton, MO, 63105	$111,162,108	185	2	A percentage of AUM

Information on Top Retirement Planning firms in Clayton, Missouri

ARGENT CAPITAL MANAGEMENT LLC

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QualificationsFirm CRD# 107930

Assets Under Management $3,428,588,706

No. Of Clients1067

Clients Per Financial Advisor51

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 1067 clients. The team consists of 21 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 and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

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MATTER FAMILY OFFICE

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QualificationsFirm CRD# 106806

Assets Under Management $3,389,721,779

No. Of Clients234

Clients Per Financial Advisor5

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 234 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Education seminars/workshops
Other (CREATE & ADMINISTER LLC'S TO POOL CLIENT FUNDS TO INVEST IN SEPARATELY MANAGED INVESTMENT VEHICLES.)

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SMITH MOORE & CO.

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QualificationsFirm CRD# 3441

Assets Under Management $1,705,976,563

No. Of Clients4988

Clients Per Financial Advisor77

SMITH MOORE & CO. is a financial advisory firm situated in Clayton, Missouri. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4988 clients. The team consists of 65 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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CORRECT CAPITAL WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 298774

Assets Under Management $806,536,678

No. Of Clients1642

Clients Per Financial Advisor328

CORRECT CAPITAL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Clayton, Missouri. With a nearly $807M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1642 clients. The team consists of 5 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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ASSET CONSULTING GROUP, LLC

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QualificationsFirm CRD# 107574

Assets Under Management $782,230,513

No. Of Clients21

Clients Per Financial Advisor0

ASSET CONSULTING GROUP, LLC is a financial advisory firm situated in Clayton, Missouri. With a nearly $782M assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 46 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 businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (ASSET CONSULTING GROUP (ACG) PROVIDES COMPREHENSIVE INVESTMENT CONSULTING SERVICES TO TAXABLE AND TAX-EXEMPT ENTITIES.)

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FOUNDATION WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 127134

Assets Under Management $525,135,470

No. Of Clients1635

Clients Per Financial Advisor327

FOUNDATION WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Clayton, Missouri. With a nearly $525M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1635 clients. The team consists of 5 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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AGELLUS CAPITAL, LLC

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QualificationsFirm CRD# 330152

Assets Under Management $410,000,000

No. Of Clients2

Clients Per Financial Advisor0

AGELLUS CAPITAL, LLC is a financial advisory firm situated in Clayton, Missouri. With a nearly $410M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
Performance Based
Other (MONITORING AND DEAL FEES)

Financial Planning Services

Portfolio management for pooled investment vehicles

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VISTA FINANCE, LLC

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QualificationsFirm CRD# 312082

Assets Under Management $209,685,096

No. Of Clients365

Clients Per Financial Advisor52

VISTA FINANCE, LLC is a financial advisory firm situated in Clayton, Missouri. With a nearly $210M assets under management, the firm specializes in crafting personalized retirement planning solutions for 365 clients. The team consists of 7 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

IOR

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QualificationsFirm CRD# 311647

Assets Under Management $112,930,667

No. Of Clients1

Clients Per Financial Advisor0

IOR is a financial advisory firm situated in Clayton, Missouri. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 11 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 and/or small businesses
Other (VENDOR FOR OUTSOURCED INVESTMENT OFFICER FUNCTIONS)

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CLARITY FINANCIAL PLANNERS

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QualificationsFirm CRD# 277114

Assets Under Management $111,162,108

No. Of Clients185

Clients Per Financial Advisor93

CLARITY FINANCIAL PLANNERS is a financial advisory firm situated in Clayton, Missouri. With a nearly $111M assets under management, the firm specializes in crafting personalized retirement planning solutions for 185 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

Get Matched With Planners

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