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Financial planning in Columbia, MO

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

All 11

Alexander Labrunerie & CO., INC.601 Nifong Blvd., Suite 3b · Columbia, MO 65203 · (573) 449-5313 · Financial planningCRD 117153 · % of assets, Fixed fees · $618.9 million AUMSEC registeredNo commissions reportedClarity Financial555 East Green Meadows Rd., Suite 7 · Columbia, MO 65201 · (573) 447-7007 · Financial planningCRD 158541 · Hourly charges, Fixed fees · $28.8 million AUMState registeredNo commissions reportedConvergence Financial3919 S. Providence Road · Columbia, MO 65203 · (573) 818-2264 · Financial planningCRD 304146 · % of assets, Hourly charges, Fixed fees · $904.0 million AUMSEC registeredNo commissions reportedEagle Bluffs Wealth Management LLC2201 Old 63 South · Columbia, MO 65201 · (573) 507-9084 · Financial planningCRD 306311 · % of assets · $294.2 million AUMSEC registeredNo commissions reportedHarrison Financial Planning204 Peach Way, Suite D · Columbia, MO 65203 · (573) 340-3979 · Financial planningCRD 311435 · % of assets, Hourly charges, Fixed fees · $32.0 million AUMState registeredNo commissions reportedHfp Investments601 Business Loop 70 West, Suite 221 · Columbia, MO 65203 · (800) 584-5882 · Financial planningCRD 315574 · % of assets, Hourly charges, Fixed fees · $3.6 million AUMState registeredNo commissions reportedPropartners Wealth501 Fay St, Suite 106 · Columbia, MO 65201 · (573) 693-4233 · Financial planningCRD 309875 · % of assets, Fixed fees · $74.4 million AUMState registeredNo commissions reportedSundvold Financial1000 W. Nifong, Building 4, Suite 104 · Columbia, MO 65203 · (573) 443-1000 · Financial planningCRD 108176 · % of assets, Hourly charges, Fixed fees · $232.9 million AUMSEC registeredNo commissions reportedTrek Wealth Planning910 E Broadway, Suite 200 · Columbia, MO 65201 · (573) 367-5577 · Financial planningCRD 307671 · % of assets, Hourly charges, Fixed fees · $23.9 million AUMState registeredNo commissions reportedTruman Wealth Advisors411 N. College Avenue, Suite 201 · Columbia, MO 65201 · (573) 540-4788 · Financial planningCRD 334752 · % of assets, Fixed fees · $106.0 million AUMSEC registeredNo commissions reportedWilkerson Advisory Group LLC200 Southampton Dr, Suite 101 · Columbia, MO 65203 · (573) 400-6101 · Financial planningCRD 334668 · % of assets, Hourly charges, Fixed fees · $326.9 million AUMSEC registeredNo commissions reported