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Find Retirement Advisors for Retirement Planning in Saint Louis, 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 Saint Louis, Missouri

Last Updated - April 18, 2025

Saint Louis has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Saint Louis, Missouri have an average of 26 years of experience.

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List of Qualified Retirement Planning Advisors in Saint Louis, Missouri

VERIFIED

Joe Roddy
CFP^®, AIF^®
West End Advisory Group

Qualifications
CRD# 1112591
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
$250,000

Address

4931 Lindell Blvd Ste 150,
Saint Louis, MO 63108 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, Tax Advice and Services, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

John C. Wahl
CFP^®, ChFC^®
One Bridge Wealth Management

Qualifications
CRD# 5833997
Firm CRD# 8032
Series 7, 63, 66

Minimum Assets Required
$500,000

Address

230 South Bemiston Avenue, Suite 910,
Saint Louis, MO 63105 See Details

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

Find An Advisor

VERIFIED

David Naert
Oppenheimer & Company

Qualifications
CRD# 1532335
Firm CRD# 249
Series 4, 6, 7, 23, 63, 65

Minimum Assets Required
$500,000

Address

1 N. Brentwood Blvd,
Suite 600,
Clayton, MO 63105 See Details

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

Find An Advisor

VERIFIED

Dan Hummert
CFP^®, CRPC^®
Hummert Financial

Qualifications
CRD# 5751394
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
Not Specified

Address

13358 Manchester Road,
Suite 200,
Des Peres, MO 63131 See Details

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

Find An Advisor

VERIFIED

William 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

Address

15415 Clayton Road,
Ballwin, MO 63011 See Details

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

Find An Advisor

Top 8 Retirement Planning firms in Saint Louis, Missouri (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	501 N Broadway, St Louis, MO, 63102	$149,248,936,163	348524	6534	A percentage of AUM, Fixed fees, Commission Based
2	10829 Olive Blvd, St Louis, MO, 63141-7739	$4,769,808,892	185	47	A percentage of AUM, Performance Based
3	501 N Broadway, St Louis, MO, 63102	$3,556,518,775	9973	190	A percentage of AUM, Fixed fees, Commission Based
4	1401 S. Brentwood Blvd., Suite 550, St Louis, MO, 63144	$2,234,375,408	245	11	A percentage of AUM
5	9811 South Forty Drive, Suite 200, St Louis, MO, 63124	$1,241,084,228	383	8	A percentage of AUM, Hourly charges, Fixed fees
6	9909 Clayton Rd, Suite 103, St Louis, MO, 63124-1120	$539,692,744	388	11	A percentage of AUM
7	13537 Barrett Parkway Drive, Suite 325 St Louis, MO, 63021	$464,788,624	282	6	A percentage of AUM
8	7800 Forsyth Blvd., Suite 820 St Louis, MO, 63105	$464,456,301	604	6	A percentage of AUM

Information on Top Retirement Planning firms in Saint Louis, Missouri

STIFEL, NICOLAUS & COMPANY, INCORPORATED

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QualificationsFirm CRD# 793

Assets Under Management $149,248,936,163

No. Of Clients348524

Clients Per Financial Advisor53

STIFEL, NICOLAUS & COMPANY, INCORPORATED is a financial advisory firm situated in St Louis, Missouri. With a nearly $149B assets under management, the firm specializes in crafting personalized retirement planning solutions for 348524 clients. The team consists of 6534 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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KENNEDY CAPITAL MANAGEMENT

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QualificationsFirm CRD# 105834

Assets Under Management $4,769,808,892

No. Of Clients185

Clients Per Financial Advisor4

KENNEDY CAPITAL MANAGEMENT is a financial advisory firm situated in St Louis, Missouri. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 185 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
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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STIFEL INDEPENDENT ADVISORS, LLC

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QualificationsFirm CRD# 28218

Assets Under Management $3,556,518,775

No. Of Clients9973

Clients Per Financial Advisor52

STIFEL INDEPENDENT ADVISORS, LLC is a financial advisory firm situated in St Louis, Missouri. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9973 clients. The team consists of 190 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

View Full Profile

ZEMENICK & WALKER INC

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QualificationsFirm CRD# 108670

Assets Under Management $2,234,375,408

No. Of Clients245

Clients Per Financial Advisor22

ZEMENICK & WALKER INC is a financial advisory firm situated in St Louis, Missouri. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 245 clients. The team consists of 11 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

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ANDERSON HOAGLAND & CO

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QualificationsFirm CRD# 105157

Assets Under Management $1,241,084,228

No. Of Clients383

Clients Per Financial Advisor48

ANDERSON HOAGLAND & CO is a financial advisory firm situated in St Louis, Missouri. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 383 clients. The team consists of 8 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 pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (CONSULTING)

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WEDGEWOOD PARTNERS, INC.

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QualificationsFirm CRD# 21923

Assets Under Management $539,692,744

No. Of Clients388

Clients Per Financial Advisor35

WEDGEWOOD PARTNERS, INC. is a financial advisory firm situated in St Louis, Missouri. With a nearly $540M assets under management, the firm specializes in crafting personalized retirement planning solutions for 388 clients. The team consists of 11 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
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

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MONETARY MANAGEMENT GROUP INC

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QualificationsFirm CRD# 110284

Assets Under Management $464,788,624

No. Of Clients282

Clients Per Financial Advisor47

MONETARY MANAGEMENT GROUP INC is a financial advisory firm situated in St Louis, Missouri. With a nearly $465M assets under management, the firm specializes in crafting personalized retirement planning solutions for 282 clients. The team consists of 6 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
Portfolio management for businesses or institutional clients

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ORION INVESTMENT CO

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QualificationsFirm CRD# 110867

Assets Under Management $464,456,301

No. Of Clients604

Clients Per Financial Advisor101

ORION INVESTMENT CO is a financial advisory firm situated in St Louis, Missouri. With a nearly $464M assets under management, the firm specializes in crafting personalized retirement planning solutions for 604 clients. The team consists of 6 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

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?

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