CONVERGENCE FINANCIAL
Columbia, MO
AUM
$904.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(573) 818-2264
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in MO, COLUMBIA
5 advisers found
WILKERSON ADVISORY GROUP LLC
Columbia, MO
AUM
$326.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
573 400 6101
EAGLE BLUFFS WEALTH MANAGEMENT LLC
Columbia, MO
AUM
$294.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
(573) 507-9084
SUNDVOLD FINANCIAL
Columbia, MO
AUM
$232.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
573-443-1000
PROPARTNERS WEALTH
Columbia, MO
AUM
$74.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
573-693-4233