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Financial planning in Clayton, MO

12 advisers in Clayton offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 12

Bristol Financial LLC7701 Forsyth, Suite 720 · Clayton, MO 63105 · (314) 925-3008 · Financial planningCRD 281246 · % of assets, Performance-based fees, Other · $84.0 million AUMState registeredNo commissions reportedClarity Financial Planners168 N. Meramec Avenue, Suite 150 · Clayton, MO 63105 · (314) 548-2260 · Financial planningCRD 277114 · % of assets · $132.5 million AUMSEC registeredNo commissions reportedConsolidated Wealth Management222 North Meramec Avenue · Clayton, MO 63105 · (314) 727-1177 · Financial planningCRD 141330 · Fixed fees · $77.5 million AUMState registeredNo commissions reportedCorrect Capital Wealth Management, LLC130 S Bemiston Avenue, Suite 602 · Clayton, MO 63105 · (314) 930-4015 · Financial planningCRD 298774 · % of assets, Fixed fees · $889.3 million AUMSEC registeredNo commissions reportedDew Wealth Strategies, LLC101 South Hanley Rd., Suite 725 · Clayton, MO 63105 · (314) 862-1500 · Financial planningCRD 118996 · % of assets, Hourly charges, Fixed fees · $94.7 million AUMState registeredNo commissions reportedFoundation Wealth Management, LLC168 N. Meramec Ave, Suite 100 · Clayton, MO 63105 · (314) 726-6789 · Financial planningCRD 127134 · % of assets, Fixed fees · $660.6 million AUMSEC registeredNo commissions reportedLaminar Wealth LLC7777 Bonhomme Avenue, Suite 1800 · Clayton, MO 63105 · (800) 929-6530 · Financial planningCRD 167867 · Fixed fees · $131.8 million AUMSEC registeredNo commissions reportedMeramec Financial Planners, LLC7911 Forsyth Blvd., Suite 200 · Clayton, MO 63105 · (314) 579-3295 · Financial planningCRD 335112 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedParkwoods Wealth Partners, LLC222 South Central Avenue, Suite 500 · Clayton, MO 63105 · (877) 278-2716 · Financial planningCRD 331565 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedSmith Moore & CO.7777 Bonhomme Avenue, Suite 2400 · Clayton, MO 63105 · (314) 727-5225 · Financial planningCRD 3441 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reported
Ten Peaks Partners L.L.C.7777 Bonhomme Ave, Suite 1800 · Clayton, MO 63105 · (888) 762-7145 · Financial planningCRD 169364 · % of assets, Hourly charges · $108.6 million AUMSEC registeredNo commissions reportedVista Finance, LLC100 South Brentwood, Suite 350 · Clayton, MO 63105 · (314) 518-5240 · Financial planningCRD 312082 · % of assets, Fixed fees · $320.0 million AUMSEC registeredNo commissions reported