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 Trusts & Estates advisors in MO, SPRINGFIELD
18 advisers found
PENSION CONSULTANTS INC
Springfield, MO
AUM
$5.42B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
417.889.4918
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
WEALTHCARE ASSET MANAGEMENT, LLC
Springfield, MO
AUM
$210.8M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
417-865-0936
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
AUXAN CAPITAL ADVISORS, LLC
Springfield, MO
AUM
$89.6M
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM
417-268-9650
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
TREND MANAGEMENT, INC.
Springfield, MO
AUM
$83.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
417-882-5746
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
SHARP WEALTH MANAGEMENT
Springfield, MO
AUM
$35.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Commissions
417-990-5412
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
HICKORY WEALTH MANAGEMENT, LLC
Springfield, MO
AUM
$126.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(417) 306-9891
Full profileNo website
GREYSTONE INVESTMENT ADVISORS, INC.
Springfield, MO
AUM
$23.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
417-849-1956
Full profileNo website