FORVIS MAZARS WEALTH ADVISORS, LLC
Springfield, MO
AUM
$9.75B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
78 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
417.831.7283
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MO, SPRINGFIELD
13 advisers found
PINNACLE FAMILY ADVISORS, LLC
Springfield, MO
AUM
$371.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +4 more
417-886-6590
MACKAY FINANCIAL PLANNING, LLC
Springfield, MO
AUM
$176.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
417-268-9191
RLB FINANCIAL
Springfield, MO
AUM
$173.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
866-686-8097
FLOYD FINANCIAL GROUP LLC
Springfield, MO
AUM
$164.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM
417-889-7233
PROSPERITY FINANCIAL GROUP
Springfield, MO
AUM
$98.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
417-888-0675
ITI FINANCIAL MANAGEMENT
Springfield, MO
AUM
$96.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
417-889-2550
LASTING MARK RETIREMENT GROUP LLC
Springfield, MO
AUM
$86.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
844-822-1370
DB ADVISORS
Springfield, MO
AUM
$48.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(417) 763-3307
FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC
Springfield, MO
AUM
$18.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
417-891-1007
CAPITAL360FINANCIAL
Springfield, MO
AUM
$1.8M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
417-350-1113
JKD FINANCIAL
Springfield, MO
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
4172671042
LATOUR ASSET MANAGEMENT LLC
Springfield, MO
AUM
—
Financial Planning
Team
4 advisors
Clients
251-500
Fees
Fixed fees; REFERRAL FEES
417-886-5724