Fee-OnlyFinder

Advisers in Springfield, MO

19 advisers in Springfield — 19 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (12)Hourly fees (9)Flat / fixed fees (12)% of assets managed (18)Retirement plan consulting (8)

All advisers

Advisor One, LLC600 W. Republic Rd., Suite A-100 · Springfield, MO 65807 · (417) 881-2080 · Hourly feesCRD 169498 · % of assets, Hourly charges, Fixed fees · $4.6 million AUMState registeredNo commissions reportedAuxan Capital Advisors, LLC2215 W Chesterfield Blvd, Suite 10 · Springfield, MO 65807 · (417) 268-9650 · % of assets managedCRD 133061 · % of assets · $89.6 million AUMState registeredNo commissions reportedCapital360financial1860 W. Arbor Street, Suite 112 · Springfield, MO 65807 · (417) 350-1113 · Financial planningCRD 297178 · % of assets, Hourly charges, Fixed fees · $1.8 million AUMState registeredNo commissions reportedDb Advisors2200 E. Sunshine Street, Suite 324 · Springfield, MO 65804 · (417) 763-3307 · Financial planningCRD 134485 · % of assets, Hourly charges, Fixed fees · $48.9 million AUMState registeredNo commissions reportedFiduciary Trust Private Wealth Counsel LLC2155 East Sunshine St, Suite 204 · Springfield, MO 65804 · (417) 891-1007 · Financial planningCRD 318579 · % of assets, Fixed fees · $18.7 million AUMState registeredNo commissions reportedFloyd Financial Group LLC1304 W Battlefield Rd · Springfield, MO 65807 · (417) 889-7233 · Financial planningCRD 226773 · % of assets · $164.5 million AUMSEC registeredNo commissions reportedForvis Mazars Wealth Advisors, LLC910 East St Louis St · Springfield, MO 65806 · (417) 831-7283 · Financial planningCRD 110905 · % of assets, Hourly charges, Fixed fees · $12.0 billion AUMSEC registeredNo commissions reportedGreystone Investment Advisors, INC.3816-A S. Greystone CT. · Springfield, MO 65804 · (417) 849-1956 · % of assets managedCRD 112727 · % of assets · $23.6 million AUMState registeredNo commissions reportedHickory Wealth Management, LLC1334 E. Kingsley, #C · Springfield, MO 65804 · (417) 306-9891 · % of assets managedCRD 298475 · % of assets · $126.5 million AUMSEC registeredNo commissions reportedIti Financial Management4650 S. National Ave, Suite A-1 · Springfield, MO 65810 · (417) 889-2550 · Financial planningCRD 152658 · % of assets, Hourly charges · $96.0 million AUMState registeredNo commissions reported
Jkd Financial321 E Sunshine St., Suite 170 · Springfield, MO 65807 · (417) 221-8972 · Financial planningCRD 340392 · Hourly charges, Fixed fees · $25.8 million AUMState registeredNo commissions reportedLasting Mark Retirement Group LLC3253 E. Chestnut Expressway, Suite 320 · Springfield, MO 65802 · (844) 822-1370 · Financial planningCRD 325151 · % of assets, Fixed fees · $86.3 million AUMState registeredNo commissions reportedMackay Financial Planning, LLC2142 W. Chesterfield Blvd, E201 · Springfield, MO 65807 · (417) 268-9191 · Financial planningCRD 169583 · % of assets, Hourly charges · $176.0 million AUMSEC registeredNo commissions reportedPension Consultants INC300 South Campbell Ave. · Springfield, MO 65806 · (417) 889-4918 · Hourly feesCRD 113914 · % of assets, Hourly charges, Fixed fees · $5.4 billion AUMSEC registeredNo commissions reportedPinnacle Family Advisors, LLC620 W. Republic Road, Suite 104 · Springfield, MO 65807 · (417) 886-6590 · Financial planningCRD 145628 · % of assets, Hourly charges, Subscription fees · $371.7 million AUMSEC registeredNo commissions reportedProsperity Financial Group1902 E. Battlefield Rd., Suite a · Springfield, MO 65804 · (417) 888-0675 · Financial planningCRD 336091 · % of assets, Fixed fees · $98.0 million AUMState registeredNo commissions reportedRlb Financial2530 S. Campbell, Suite I, #130 · Springfield, MO 65807 · (866) 686-8097 · Financial planningCRD 151778 · % of assets, Fixed fees, Other · $173.6 million AUMSEC registeredNo commissions reportedTrend Management, INC.3039 S Fort Ave,, Unit D · Springfield, MO 65807 · (417) 882-5746 · Flat / fixed feesCRD 113847 · % of assets, Fixed fees · $95.0 million AUMState registeredNo commissions reportedWealthcare Asset Management, LLC2847 S. Ingram Mill Road, Suite B102 · Springfield, MO 65804 · (417) 865-0936 · % of assets managedCRD 170382 · % of assets · $210.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Springfield? 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.