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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 - April 14, 2024

Springfield has 2 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 10 years of experience.

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List of Qualified Retirement Planning Advisors in Springfield, Missouri

advisor-photo
vector.svg VERIFIED

Nick 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

advisor-photo
vector.svg VERIFIED

Shuyang 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

Top 6 Retirement Planning firms in Springfield, Missouri (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
FORVIS WEALTH ADVISORS, LLC
910 East St Louis St,
Springfield, MO, 65806
$7,888,121,84512298120
A Percentage of AUM, Hourly charges, Fixed Fees
2
PENSION CONSULTANTS INC
300 South Campbell Ave.,
Springfield, MO, 65806
$4,270,640,80814718
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
$441,017,49914717
A Percentage of AUM, Hourly charges, Fixed Fees
4
PINNACLE FAMILY ADVISORS, LLC
620 W. Republic Road, Suite 104
Springfield, MO, 65807
$252,030,050177613
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
$105,130,1064924
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
$100,080,3786403
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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