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Financial planning in Springfield, MO

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

All 12

Capital360financial1860 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 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 reportedJkd 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 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 reported
Prosperity 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 reported