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Find Retirement Advisors for Retirement Planning in Springfield, Missouri

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.

Finding the Best Retirement Planners in Springfield, Missouri

Last Updated - April 25, 2025

Springfield has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Springfield, Missouri have an average of 5 years of experience.

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List of Qualified Retirement Planning Advisors in Springfield, Missouri

VERIFIED

George Timson
SignalPoint Asset Management

Qualifications
CRD# 7195166
Firm CRD# 147578
Series 65

Minimum Assets Required
$0

Address

1201 East Walnut St,
Springfield, MO 65802 See Details

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

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	910 East St Louis St, Springfield, MO, 65806	$8,922,002,847	12871	117	A percentage of AUM, Hourly charges, Fixed fees
2	300 South Campbell Ave., Springfield, MO, 65806	$4,921,817,688	146	18	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
3	1201 E. Walnut Street, Springfield, MO, 65802	$522,255,956	1512	10	A percentage of AUM, Hourly charges, Fixed fees
4	620 W. Republic Road, Suite 104 Springfield, MO, 65807	$272,074,066	1730	13	A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Other (SHARES IN FEES PAID TO THIRD PARTY ADVISERS; % OF PLAN ASSETS)
5	2847 S. Ingram Mill Road, Suite B102 Springfield, MO, 65804	$161,175,824	832	4	A percentage of AUM
6	3242 East Ridgeview St., Springfield, MO, 65804	$149,113,737	381	4	A percentage of AUM, Fixed fees, Other (THIRD PARTY ADVISOR FEES)
7	1304 W Battlefield Rd, Springfield, MO, 65807	$118,290,651	1000	5	A percentage of AUM

Information on Top Retirement Planning firms in Springfield, Missouri

FORVIS MAZARS WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 110905

Assets Under Management $8,922,002,847

No. Of Clients12871

Clients Per Financial Advisor110

FORVIS MAZARS WEALTH ADVISORS, LLC is a financial advisory firm situated in Springfield, Missouri. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12871 clients. The team consists of 117 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
Publication of periodicals and newsletters
Education seminars/workshops

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PENSION CONSULTANTS INC

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QualificationsFirm CRD# 113914

Assets Under Management $4,921,817,688

No. Of Clients146

Clients Per Financial Advisor8

PENSION CONSULTANTS INC is a financial advisory firm situated in Springfield, Missouri. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 146 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 and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops
Other (CONSULTING; PLAN PARTICIPANT GUIDANCE SERVICES)

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SIGNALPOINT ASSET MANAGEMENT LLC

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QualificationsFirm CRD# 147578

Assets Under Management $522,255,956

No. Of Clients1512

Clients Per Financial Advisor151

SIGNALPOINT ASSET MANAGEMENT LLC is a financial advisory firm situated in Springfield, Missouri. With a nearly $522M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1512 clients. The team consists of 10 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
Portfolio management for businesses or institutional clients
Selection for other advisors

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PINNACLE FAMILY ADVISORS, LLC

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QualificationsFirm CRD# 145628

Assets Under Management $272,074,066

No. Of Clients1730

Clients Per Financial Advisor133

PINNACLE FAMILY ADVISORS, LLC is a financial advisory firm situated in Springfield, Missouri. With a nearly $272M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1730 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Other (FINANCIAL AND BUSINESS CONSULTING)

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WEALTHCARE ASSET MANAGEMENT, LLC

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QualificationsFirm CRD# 170382

Assets Under Management $161,175,824

No. Of Clients832

Clients Per Financial Advisor208

WEALTHCARE ASSET MANAGEMENT, LLC is a financial advisory firm situated in Springfield, Missouri. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 832 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (SUB-ADVISORY SERVICES)

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RLB FINANCIAL

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QualificationsFirm CRD# 151778

Assets Under Management $149,113,737

No. Of Clients381

Clients Per Financial Advisor95

RLB FINANCIAL is a financial advisory firm situated in Springfield, Missouri. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 381 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (ASSETS UNDER ADVISEMENT)

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FLOYD FINANCIAL GROUP LLC

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QualificationsFirm CRD# 226773

Assets Under Management $118,290,651

No. Of Clients1000

Clients Per Financial Advisor200

FLOYD FINANCIAL GROUP LLC is a financial advisory firm situated in Springfield, Missouri. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1000 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

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?

Get Matched With Planners

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