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Find Retirement Advisors for Retirement Planning in Missouri, Columbia

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.

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Top 9 Retirement Planning firms in Columbia, Missouri (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	200 E. Southampton Drive, Suite 101 Columbia, MO, 65203	$482,155,256	3070	22	A percentage of AUM, Hourly charges, Fixed fees
2	601 Nifong Blvd., Suite 3b Columbia, MO, 65203-6804	$426,660,009	2690	7	A percentage of AUM, Fixed fees
3	3919 S. Providence Road, Columbia, MO, 65203	$422,444,754	2651	18	A percentage of AUM, Hourly charges, Fixed fees
4	315 N Tenth St., Columbia, MO, 65201	$400,832,701	3	18	Performance Based, Other (FEES FROM PORTFOLIO COMPANIES)
5	112 South College Avenue, Columbia, MO, 65201	$312,499,320	180	2	A percentage of AUM
6	1000 W. Nifong, Building 4, Suite 104 Columbia, MO, 65203	$234,000,000	450	6	A percentage of AUM, Hourly charges, Fixed fees
7	2201 Old 63 South, Columbia, MO, 65201	$230,894,800	487	5	A percentage of AUM
8	411 N. College Avenue, Suite 201 Columbia, MO, 65201	$0	0	1	A percentage of AUM, Fixed fees
9	200 Southampton Dr, Suite 101 Columbia, MO, 65203	$0	0	8	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Columbia, Missouri

WR WEALTH PLANNERS LLC

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QualificationsFirm CRD# 306951

Assets Under Management $482,155,256

No. Of Clients3070

Clients Per Financial Advisor140

WR WEALTH PLANNERS LLC is a financial advisory firm situated in Columbia, Missouri. With a nearly $482M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3070 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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ALEXANDER LABRUNERIE & CO., INC.

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QualificationsFirm CRD# 117153

Assets Under Management $426,660,009

No. Of Clients2690

Clients Per Financial Advisor384

ALEXANDER LABRUNERIE & CO., INC. is a financial advisory firm situated in Columbia, Missouri. With a nearly $427M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2690 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
Selection for other advisors

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CONVERGENCE FINANCIAL

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QualificationsFirm CRD# 304146

Assets Under Management $422,444,754

No. Of Clients2651

Clients Per Financial Advisor147

CONVERGENCE FINANCIAL is a financial advisory firm situated in Columbia, Missouri. With a nearly $422M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2651 clients. The team consists of 18 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
Pesnsion consulting services

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PERMANENT EQUITY MANAGEMENT

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QualificationsFirm CRD# 309530

Assets Under Management $400,832,701

No. Of Clients3

Clients Per Financial Advisor0

PERMANENT EQUITY MANAGEMENT is a financial advisory firm situated in Columbia, Missouri. With a nearly $401M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 18 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 vehicles

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JJP CAPITAL MANAGEMENT, INC.

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QualificationsFirm CRD# 105374

Assets Under Management $312,499,320

No. Of Clients180

Clients Per Financial Advisor90

JJP CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Columbia, Missouri. With a nearly $312M assets under management, the firm specializes in crafting personalized retirement planning solutions for 180 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 and/or small businesses

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SUNDVOLD FINANCIAL

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QualificationsFirm CRD# 108176

Assets Under Management $234,000,000

No. Of Clients450

Clients Per Financial Advisor75

SUNDVOLD FINANCIAL is a financial advisory firm situated in Columbia, Missouri. With a nearly $234M assets under management, the firm specializes in crafting personalized retirement planning solutions for 450 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
Hourly charges
Fixed fees

Financial Planning Services

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

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EAGLE BLUFFS WEALTH MANAGEMENT LLC

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QualificationsFirm CRD# 306311

Assets Under Management $230,894,800

No. Of Clients487

Clients Per Financial Advisor97

EAGLE BLUFFS WEALTH MANAGEMENT LLC is a financial advisory firm situated in Columbia, Missouri. With a nearly $231M assets under management, the firm specializes in crafting personalized retirement planning solutions for 487 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 services
Portfolio management for individuals and/or small businesses

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TRUMAN WEALTH ADVISORS

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QualificationsFirm CRD# 334752

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

TRUMAN WEALTH ADVISORS is a financial advisory firm situated in Columbia, Missouri. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 1 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

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WILKERSON ADVISORY GROUP LLC

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QualificationsFirm CRD# 334668

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

WILKERSON ADVISORY GROUP LLC is a financial advisory firm situated in Columbia, Missouri. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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?

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