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Find Retirement Advisors for Retirement Planning in Saint Louis, 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 Saint Louis, Missouri
Last Updated - September 4, 2024Saint Louis has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Saint Louis, Missouri have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Saint Louis, Missouri
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
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, 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
VERIFIEDDan Hummert
CFP®, CRPC®
St. Louis Retirement Advisors
Qualifications
CRD# 5751394
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 12 Retirement Planning firms in Saint Louis, Missouri (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 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 |
| 2 | PLANCORP, LLC 540 Maryville Centre Drive, Suite 105 Saint Louis, MO, 63141-5829 | $5,545,417,718 | 6315 | 76 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | LARSON FINANCIAL GROUP, LLC 100 N Broadway, Suite 1700 Saint Louis, MO, 63102 | $2,335,800,000 | 20802 | 160 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | CONWAY INVESTMENT RESEARCH, LLC 165 North Meramec, Suite 210 Saint Louis, MO, 63105 | $879,122,000 | 7 | 20 | A Percentage of AUM, Fixed Fees, Performance Based |
| 5 | ALPINE PRIVATE WEALTH 190 Carondelet Plaza, Suite 1300 Saint Louis, MO, 63105 | $749,687,814 | 223 | 15 | A Percentage of AUM, Fixed Fees |
| 6 | TERRIL & COMPANY 10777 Sunset Office Drive, Suite 317 Saint Louis, MO, 63127-1019 | $677,417,623 | 875 | 9 | A Percentage of AUM, Hourly charges |
| 7 | 25 FINANCIAL 135 West Adams Avenue, Saint Louis, MO, 63122 | $304,689,377 | 2342 | 13 | A Percentage of AUM, Fixed Fees, Performance Based |
| 8 | BRADY FAMILY WEALTH, LLC 1401 South Brentwood Blvd., Suite 880 Saint Louis, MO, 63144 | $235,357,091 | 218 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | SAXONY CAPITAL MANAGEMENT, LLC 11152 S Towne Square, Saint Louis, MO, 63123 | $163,089,052 | 540 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (CONSULTING FEES TO RIA'S, FINDERS FEES, FEES THIRD PARTY MANAGER) |
| 10 | VCI WEALTH MANAGEMENT LLC 530 Vance Road, Saint Louis, MO, 63088 | $149,863,012 | 3343 | 22 | A Percentage of AUM |
| 11 | MCCARTNEY WEALTH MANAGEMENT LLC 8777 Big Bend Blvd, Suite A Saint Louis, MO, 63119-3778 | $132,356,979 | 350 | 2 | A Percentage of AUM, Fixed Fees |
| 12 | STEP CHANGE ADVISORS, LLC 22 Upper Ladue Road, Saint Louis, MO, 63124 | $105,833,181 | 53 | 1 | A Percentage of AUM |
Information on Top Retirement Planning firms in Saint Louis, Missouri
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
QualificationsFirm CRD# 106599
Assets Under Management $5,545,417,718
No. Of Clients6315
Clients Per Financial Advisor83
PLANCORP, LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6315 clients. The team consists of 76 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
QualificationsFirm CRD# 140599
Assets Under Management $2,335,800,000
No. Of Clients20802
Clients Per Financial Advisor130
LARSON FINANCIAL GROUP, LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20802 clients. The team consists of 160 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
QualificationsFirm CRD# 154659
Assets Under Management $879,122,000
No. Of Clients7
Clients Per Financial Advisor0
CONWAY INVESTMENT RESEARCH, LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $879M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 20 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 pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 286072
Assets Under Management $749,687,814
No. Of Clients223
Clients Per Financial Advisor15
ALPINE PRIVATE WEALTH is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $750M assets under management, the firm specializes in crafting personalized retirement planning solutions for 223 clients. The team consists of 15 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
- Selection of Other Advisors
QualificationsFirm CRD# 110422
Assets Under Management $677,417,623
No. Of Clients875
Clients Per Financial Advisor97
TERRIL & COMPANY is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $677M assets under management, the firm specializes in crafting personalized retirement planning solutions for 875 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 317916
Assets Under Management $304,689,377
No. Of Clients2342
Clients Per Financial Advisor180
25 FINANCIAL is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $305M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2342 clients. The team consists of 13 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
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 315635
Assets Under Management $235,357,091
No. Of Clients218
Clients Per Financial Advisor73
BRADY FAMILY WEALTH, LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $235M assets under management, the firm specializes in crafting personalized retirement planning solutions for 218 clients. The team consists of 3 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# 122692
Assets Under Management $163,089,052
No. Of Clients540
Clients Per Financial Advisor77
SAXONY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $163M assets under management, the firm specializes in crafting personalized retirement planning solutions for 540 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
- Hourly charges
- Fixed Fees
- Performance Based
- Other (CONSULTING FEES TO RIA'S
- FINDERS FEES
- FEES THIRD PARTY MANAGER)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 324833
Assets Under Management $149,863,012
No. Of Clients3343
Clients Per Financial Advisor152
VCI WEALTH MANAGEMENT LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $150M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3343 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
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 154722
Assets Under Management $132,356,979
No. Of Clients350
Clients Per Financial Advisor175
MCCARTNEY WEALTH MANAGEMENT LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $132M assets under management, the firm specializes in crafting personalized retirement planning solutions for 350 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 153299
Assets Under Management $105,833,181
No. Of Clients53
Clients Per Financial Advisor53
STEP CHANGE ADVISORS, LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $106M assets under management, the firm specializes in crafting personalized retirement planning solutions for 53 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
Financial Planning Services
- Portfolio Management for Individuals
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 Chesterfield, Missouri
- Retirement Planners in Kansas City, Missouri
- Retirement Planners in Lebanon, 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.