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Find Retirement Advisors for Retirement Planning in Columbia, 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.

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Top 7 Retirement Planning firms in Columbia, Missouri (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
WR WEALTH PLANNERS LLC
200 E. Southampton Drive, Suite 101
Columbia, MO, 65203
$455,415,859281423
A Percentage of AUM, Hourly charges, Fixed Fees
2
ALEXANDER LABRUNERIE & CO., INC.
601 Nifong Blvd., Suite 3b
Columbia, MO, 65203-6804
$381,164,03724978
A Percentage of AUM, Fixed Fees
3
PERMANENT EQUITY MANAGEMENT
315 N Tenth St.,
Columbia, MO, 65201
$377,315,138317
Performance Based, Other (FEES FROM PORTFOLIO COMPANIES)
4
CONVERGENCE FINANCIAL
3919 S. Providence Road,
Columbia, MO, 65203
$298,064,113271822
A Percentage of AUM, Hourly charges, Fixed Fees
5
JJP CAPITAL MANAGEMENT, INC.
112 South College Avenue,
Columbia, MO, 65201
$286,833,6341842
A Percentage of AUM
6
EAGLE BLUFFS WEALTH MANAGEMENT LLC
2201 Old 63 South,
Columbia, MO, 65201
$173,521,2033795
A Percentage of AUM
7
SUNDVOLD FINANCIAL
1000 W. Nifong, Building 4, Suite 104
Columbia, MO, 65203
$163,000,0004358
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Columbia, Missouri

QualificationsFirm CRD# 306951

Assets Under Management $455,415,859

No. Of Clients2814

Clients Per Financial Advisor122

WR WEALTH PLANNERS LLC is a financial advisory firm situated in Columbia, Missouri. With a nearly $455M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2814 clients. The team consists of 23 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
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QualificationsFirm CRD# 117153

Assets Under Management $381,164,037

No. Of Clients2497

Clients Per Financial Advisor312

ALEXANDER LABRUNERIE & CO., INC. is a financial advisory firm situated in Columbia, Missouri. With a nearly $381M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2497 clients. The team consists of 8 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 309530

Assets Under Management $377,315,138

No. Of Clients3

Clients Per Financial Advisor0

PERMANENT EQUITY MANAGEMENT is a financial advisory firm situated in Columbia, Missouri. With a nearly $377M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Performance Based
  • Other (FEES FROM PORTFOLIO COMPANIES)

Financial Planning Services

  • Portfolio Management for pooled Investment
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QualificationsFirm CRD# 304146

Assets Under Management $298,064,113

No. Of Clients2718

Clients Per Financial Advisor124

CONVERGENCE FINANCIAL is a financial advisory firm situated in Columbia, Missouri. With a nearly $298M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2718 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 105374

Assets Under Management $286,833,634

No. Of Clients184

Clients Per Financial Advisor92

JJP CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Columbia, Missouri. With a nearly $287M assets under management, the firm specializes in crafting personalized retirement planning solutions for 184 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

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 306311

Assets Under Management $173,521,203

No. Of Clients379

Clients Per Financial Advisor76

EAGLE BLUFFS WEALTH MANAGEMENT LLC is a financial advisory firm situated in Columbia, Missouri. With a nearly $174M assets under management, the firm specializes in crafting personalized retirement planning solutions for 379 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 108176

Assets Under Management $163,000,000

No. Of Clients435

Clients Per Financial Advisor54

SUNDVOLD FINANCIAL is a financial advisory firm situated in Columbia, Missouri. With a nearly $163M assets under management, the firm specializes in crafting personalized retirement planning solutions for 435 clients. The team consists of 8 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
View Full Profile

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