FORVIS MAZARS WEALTH ADVISORS, LLC

910 East St Louis St
Springfield, Missouri 65806
Tel: 417.831.7283

About FORVIS MAZARS WEALTH ADVISORS, LLC

FORVIS MAZARS WEALTH ADVISORS, LLC, formally registered with the SEC as FORVIS MAZARS WEALTH ADVISORS, LLC. The firm was established in 10/28/1999. They have over 53 offices throughout the country.

FORVIS MAZARS WEALTH ADVISORS, LLC is a Springfield, Missouri based Financial Planning firm with nearly $8,922,002,847 assets under management, offering retirement planning & investment advisory services to 12871 clients. The firm is staffed with 117 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110905
SEC#	801-56928
Assets Managed by Firm	$8,922,002,847
No. of Clients	12871
No. of Advisors	117

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	12871	$8,922,002,847
Individuals (other than high net worth individuals)	2596	$915,636,748
High net worth individuals	1695	$7,228,932,425
Pension and profit sharing plans	48	$230,474,493
Charitable organizations	73	$130,272,963
Corporations or other businesses	102	$416,686,218

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