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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MO
251 advisers found
RISE RETIREMENT, LLC
Lee'S Summit, MO
AUM
$71.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
913-363-7401
BALDWIN WEALTH MANAGEMENT, LLC
St.. Louis, MO
AUM
$71.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
314-395-3648
SHELLER WEALTH MANAGEMENT, INC.
Troy, MO
AUM
$68.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(636) 528-5200
SCHNELL FINANCIAL GROUP, LLC
Sedalia, MO
AUM
$67.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
660-826-4778
SNIDER TALBOT FINANCIAL PLANNING LLC
Liberty, MO
AUM
$62.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
816-223-4149
WEALTH AMBASSADORS, LLC
Lake St.. Louis, MO
AUM
$60.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
314-514-1113
ALSPAUGH WEALTH MANAGEMENT
Cape Girardeau, MO
AUM
$55.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
573-332-7855
B.E.S.T. WEALTH MANAGEMENT LLC
St.. Louis, MO
AUM
$53.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
314-801-1324
MRM GROUP
St. Louis, MO
AUM
$53.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
314-628-1100
BRIDGEWATER ADVISORY GROUP LLC
Crystal City, MO
AUM
$49.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(636) 937-9333
HDQ WEALTH
Kansas City, MO
AUM
$49.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +3 more
913-283-4423
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
HERZOG FINANCIAL GROUP, LLC
Saint Louis, MO
AUM
$48.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
314-548-6067
GATEWAY WEALTH MANAGEMENT, LLC
Saint Louis, MO
AUM
$48.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(314) 349-2711
FOREST PARK CAPITAL LLC
St.. Charles, MO
AUM
$48.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
636-630-1819
WEALTH MANAGEMENT ADVISORS, INC.
St.. Louis, MO
AUM
$46.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
314-569-3311
BAGBY WEALTH MANAGEMENT
Dexter, MO
AUM
$46.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
573-624-4771
MIDWEST ADVISORS LLC
St.. Louis, MO
AUM
$46.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
314-296-6210
CWOS FOR HIRE
Saint Louis, MO
AUM
$46.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
3148079870
SKROBONJA WEALTH MANAGEMENT, LLC
Arnold, MO
AUM
$45.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
636-296-5225
TAX FAVORED RETIREMENT
Kansas City, MO
AUM
$41.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
816-534-8615
BTC FINANCIAL MANAGEMENT CO.
Bethany, MO
AUM
$39.6M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
660-425-7285
CENTORBI FINANCIAL GROUP, INC.
O'Fallon, MO
AUM
$38.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
636-634-9986