GARGAS INVESTMENTS LLC
Van Buren, MO
AUM
$8.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
573-320-0095
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MO
251 advisers found
ST. LOUIS FINANCIAL PLANNERS INC.
Chesterfield, MO
AUM
$5.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
636-532-3900
BLUEVINE ADVICE
Kansas City, MO
AUM
$5.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
816-652-2352
ARMORY OAK WEALTH LLC
Saint Louis, MO
AUM
$4.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(314) 561-7466
CKHFINANCIAL LLC
University City, MO
AUM
$3.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
314-477-1482
PROSPURPOSE WEALTH
Saint Joseph, MO
AUM
$3.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
816-663-9229
AIS FINANCIAL
Saint Louis, MO
AUM
$2.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
314-798-0008
CRATERO CAPITAL LLC
St.. Louis, MO
AUM
$2.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
3146061895
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
COFFMAN WEALTH ADVISORS, LLC
Poplar Bluff, MO
AUM
$477K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
573-785-4441
MERAMEC FINANCIAL PLANNERS, LLC
Clayton, MO
AUM
$1.13B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
314-579-3295
Full profileNo website
CENTRAL TRUST BANK
Jefferson City, MO
AUM
$554.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
573-634-1105
Full profileNo website
JJP CAPITAL MANAGEMENT, INC.
Columbia, MO
AUM
$389.9M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
[573] 442-2763
Full profileNo website
PHILIP VONGONTARD, CFA, LLC
St.louis, MO
AUM
$288.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
314-569-2677
Full profileNo website
ESSEX RIDGE CAPITAL GROUP, LLC
St.. Louis, MO
AUM
$146.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
314-961-9405
Full profileNo website
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
LANG & BECKER, INC.
Washington, MO
AUM
$123.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
636-390-8339
Full profileNo website
AUM
$111.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
813-318-1526
Full profileNo website
ROGERS CONSULTING ASSOCIATES, INC.
St.. Louis, MO
AUM
$94.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
314-721-4443
Full profileNo website
B & B FINANCIAL PLANNING CO., INC.
O'Fallon, MO
AUM
$93.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
636-978-8770
Full profileNo website
TERRANCE P DAVIS CPA/PFS
St.. Louis, MO
AUM
$91.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
314-963-9998
Full profileNo website
DERKS FINANCIAL, LLC
Lees Summit, MO
AUM
$80.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
816-795-6614
Full profileNo website
CONSOLIDATED WEALTH MANAGEMENT
Clayton, MO
AUM
$77.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Fixed fees
314-727-1177
Full profileNo website
YOUR WEALTH MATTERS LLC
St.. Louis, MO
AUM
$71.0M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; SELECTION OF OTHER ADVISERS FEES/FLAT FEE FOR PORTFOLIO MRI
314-966-8077
Full profileNo website