Fee-OnlyFinder

Advisers in Saint Louis, MO

20 advisers in Saint Louis — 20 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (17)Hourly fees (11)Flat / fixed fees (14)Retirement plan consulting (8)

All advisers

25 Financial135 West Adams Avenue · Saint Louis, MO 63122 · (314) 530-2858 · Financial planningCRD 317916 · % of assets, Fixed fees, Performance-based fees · $545.0 million AUMSEC registeredNo commissions reportedAis Financial6 Cardinal Way, Suite 900 · Saint Louis, MO 63102 · (314) 798-0008 · Financial planningCRD 282713 · % of assets, Hourly charges, Fixed fees · $2.9 million AUMState registeredNo commissions reportedAlpine Private Wealth190 Carondelet Plaza, Suite 1300 · Saint Louis, MO 63105 · (314) 932-1010 · Financial planningCRD 286072 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedArmory Oak Wealth LLC11004 Manchester Road · Saint Louis, MO 63122 · (314) 561-7466 · Financial planningCRD 311092 · % of assets · $4.6 million AUMState registeredNo commissions reportedBrady Family Wealth, LLC1401 South Brentwood Blvd., Suite 880 · Saint Louis, MO 63144 · (314) 919-9151 · Financial planningCRD 315635 · % of assets, Hourly charges, Fixed fees · $312.7 million AUMSEC registeredNo commissions reportedConfluence Investment Management LLC20 Allen Avenue, Ste 300 · Saint Louis, MO 63119 · (314) 743-5090 · % of assets managedCRD 146019 · % of assets · $6.7 billion AUMSEC registeredNo commissions reportedCwos for Hire13492 Clayton Road · Saint Louis, MO 63131 · (314) 807-9870 · Financial planningCRD 282564 · % of assets, Hourly charges, Fixed fees · $46.0 million AUMState registeredNo commissions reportedDaytona Street Capital8000 Maryland Ave, Suite 600 · Saint Louis, MO 63105 · (314) 727-9479 · Financial planningCRD 316666 · % of assets · $189.3 million AUMSEC registeredNo commissions reportedFefa Financial530 Vance Road · Saint Louis, MO 63088 · (314) 530-0500 · % of assets managedCRD 324833 · % of assets · $435.3 million AUMSEC registeredNo commissions reportedGateway Wealth Management, LLC1034 S. Brentwood Blvd, Ste 1603 · Saint Louis, MO 63117 · (314) 349-2711 · Financial planningCRD 323278 · % of assets, Hourly charges, Fixed fees · $48.2 million AUMState registeredNo commissions reported
Herzog Financial Group, LLC3636 S. Geyer Road, Suite 100 · Saint Louis, MO 63127 · (314) 548-6067 · Financial planningCRD 174141 · % of assets, Hourly charges · $48.3 million AUMState registeredNo commissions reportedLarson Financial Group, LLC100 N Broadway, Suite 1700 · Saint Louis, MO 63102 · (866) 569-2450 · Financial planningCRD 140599 · % of assets, Hourly charges, Fixed fees · $5.5 billion AUMSEC registeredNo commissions reportedLegatrust Financial Advisors, INC.231 S Bemiston Ave, Suite 800 · Saint Louis, MO 63105 · (314) 932-2185 · Financial planningCRD 152749 · % of assets, Hourly charges, Subscription fees · $25.1 million AUMState registeredNo commissions reportedMcCartney Wealth Management LLC7733 Forsyth Blvd, 11th Floor · Saint Louis, MO 63105 · (314) 246-0595 · Financial planningCRD 154722 · % of assets, Fixed fees · $220.7 million AUMSEC registeredNo commissions reportedMoment Private Wealth2 Cityplace Drive, 2nd Floor · Saint Louis, MO 63141 · (636) 591-1050 · Financial planningCRD 313223 · % of assets, Fixed fees · $357.2 million AUMSEC registeredNo commissions reportedPlancorp, LLC540 Maryville Centre Drive, Suite 105 · Saint Louis, MO 63141 · (636) 532-7824 · Financial planningCRD 106599 · % of assets, Hourly charges, Fixed fees · $10.6 billion AUMSEC registeredNo commissions reportedSaxony Capital Management, LLC11152 S Towne Square · Saint Louis, MO 63123 · (314) 963-9336 · Financial planningCRD 122692 · % of assets, Hourly charges, Fixed fees · $367.9 million AUMSEC registeredNo commissions reportedTbg-Bedford Group LLC10310 German Blvd · Saint Louis, MO 63131 · (314) 957-5737 · Financial planningCRD 341573 · % of assets, Fixed fees · $758.1 million AUMSEC registeredNo commissions reportedTerril & Company6 City Place Drive, Suite 1050 · Saint Louis, MO 63141 · (314) 965-0344 · Hourly feesCRD 110422 · % of assets, Hourly charges · $987.8 million AUMSEC registeredNo commissions reportedVestech Asset Management INC.11477 Olde Cabin Road, Suite 310 · Saint Louis, MO 63141 · (314) 828-2111 · Financial planningCRD 285685 · % of assets, Hourly charges, Fixed fees · $99.7 million AUMState registeredNo commissions reported
Talking to advisers in Saint Louis? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.