Falists

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Filter by name, location, or specialty. All data from public SEC filings.

359 advisers found

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

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

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

PORTER KICKHAM

Ellisville, MO

AUM

$52.1M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

0

Fees

Percentage of AUM

314-565-4914

Full profileNo website

HEISNER FINANCIAL, LLC

St.louis, MO

AUM

$40.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

314-231-3140

Full profileNo website

LSA TPM, LLC

Lee'S Summit, MO

AUM

$26.0M

RetirementInstitutional

Team

1 advisors

Clients

0

Fees

Percentage of AUM

866-581-5724

Full profileNo website

IN THE GAME WEALTH MANAGEMENT

North Kansas City, MO

AUM

$10.6M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

573-424-8873

Full profileNo website

SCHRAM, LORI

Kansas City, MO

AUM

$8.1M

Wealth Mgmt

Team

1 advisors

Clients

—

Fees

Percentage of AUM

405-948-7700

Full profileNo website

HFP INVESTMENTS

Columbia, MO

AUM

$3.6M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

800-584-5882

Full profileNo website
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