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Find Retirement Advisors for Retirement Planning in Springfield, 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 Springfield, Missouri
Last Updated - September 9, 2024Springfield has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Springfield, Missouri have an average of 7 years of experience.
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List of Qualified Retirement Planning Advisors in Springfield, Missouri
VERIFIEDNick Love
Prudential
Qualifications
CRD# 2127851
Firm CRD# 5685
Series 6, 7, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDShuyang Balazi
Capital360Financial
Qualifications
CRD# 6375882
Firm CRD# 297178
Series 66
Minimum Assets Required
$250,000
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, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDGeorge Timson
SignalPoint Asset Management
Qualifications
CRD# 7195166
Firm CRD# 147578
Series 65
Minimum Assets Required
$0
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.
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 6 Retirement Planning firms in Springfield, Missouri (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | FORVIS WEALTH ADVISORS, LLC 910 East St Louis St, Springfield, MO, 65806 | $7,888,121,845 | 12298 | 120 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | PENSION CONSULTANTS INC 300 South Campbell Ave., Springfield, MO, 65806 | $4,270,640,808 | 147 | 18 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| 3 | SIGNALPOINT ASSET MANAGEMENT LLC 1201 E. Walnut Street, Springfield, MO, 65802 | $441,017,499 | 1471 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | PINNACLE FAMILY ADVISORS, LLC 620 W. Republic Road, Suite 104 Springfield, MO, 65807 | $252,030,050 | 1776 | 13 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Other (SHARES IN FEES PAID TO THIRD PARTY ADVISERS; % OF PLAN ASSETS) |
| 5 | RLB FINANCIAL 3242 East Ridgeview St., Springfield, MO, 65804 | $105,130,106 | 492 | 4 | A Percentage of AUM, Fixed Fees, Other (THIRD PARTY ADVISOR FEES) |
| 6 | WEALTHCARE ASSET MANAGEMENT, LLC 2847 S. Ingram Mill Road, Suite B102 Springfield, MO, 65804 | $100,080,378 | 640 | 3 | A Percentage of AUM |
Information on Top Retirement Planning firms in Springfield, Missouri
QualificationsFirm CRD# 110905
Assets Under Management $7,888,121,845
No. Of Clients12298
Clients Per Financial Advisor102
FORVIS WEALTH ADVISORS, LLC is a financial advisory firm situated in Springfield, Missouri. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12298 clients. The team consists of 120 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
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 113914
Assets Under Management $4,270,640,808
No. Of Clients147
Clients Per Financial Advisor8
PENSION CONSULTANTS INC is a financial advisory firm situated in Springfield, Missouri. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 147 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
- Performance Based
- Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Portfolio Management for Individuals
- Pension Consulting Services
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 147578
Assets Under Management $441,017,499
No. Of Clients1471
Clients Per Financial Advisor210
SIGNALPOINT ASSET MANAGEMENT LLC is a financial advisory firm situated in Springfield, Missouri. With a nearly $441M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1471 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 145628
Assets Under Management $252,030,050
No. Of Clients1776
Clients Per Financial Advisor137
PINNACLE FAMILY ADVISORS, LLC is a financial advisory firm situated in Springfield, Missouri. With a nearly $252M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1776 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
- Hourly charges
- Subscription Fees
- Fixed Fees
- Other (SHARES IN FEES PAID TO THIRD PARTY ADVISERS; % OF PLAN ASSETS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 151778
Assets Under Management $105,130,106
No. Of Clients492
Clients Per Financial Advisor123
RLB FINANCIAL is a financial advisory firm situated in Springfield, Missouri. With a nearly $105M assets under management, the firm specializes in crafting personalized retirement planning solutions for 492 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
- Other (THIRD PARTY ADVISOR FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 170382
Assets Under Management $100,080,378
No. Of Clients640
Clients Per Financial Advisor213
WEALTHCARE ASSET MANAGEMENT, LLC is a financial advisory firm situated in Springfield, Missouri. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 640 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
Financial Planning Services
- Portfolio Management for Individuals
- 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 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.