MINDFUL WEALTH
St.. Louis, MO
AUM
$36.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
407-508-9908
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MO
251 advisers found
SHARP WEALTH MANAGEMENT
Springfield, MO
AUM
$35.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Commissions
417-990-5412
TWIN ROBINS CAPITAL
Kansas City, MO
AUM
$32.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(816)-200-1289
HARRISON FINANCIAL PLANNING
Columbia, MO
AUM
$32.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
573-340-3979
FINANCIAL PLANNING ASSOCIATES, INC.
Ellisville, MO
AUM
$29.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
636-527-5010
CLARITY FINANCIAL
Columbia, MO
AUM
$28.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
573-447-7007
NEXT BLOOM WEALTH
Gladstone, MO
AUM
$28.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(816) 307-0548
OAKVIEW WEALTH SOLUTIONS LLC
Saint Charles, MO
AUM
$28.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
636-498-4326
STACKHOUSE ENTERPRISES
Sedalia, MO
AUM
$27.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(660) 570-4114
FREUND & CO INVESTMENT ADVISORS, L.C.
Chesterfield, MO
AUM
$26.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
314-726-3399
DUNCAN FINANCIAL MANAGEMENT, INC.
Sunset Hills, MO
AUM
$25.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
314-835-1111
LEGATRUST FINANCIAL ADVISORS, INC.
Saint Louis, MO
AUM
$25.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
314-932-2185
TREK WEALTH PLANNING
Columbia, MO
AUM
$23.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
5733675577
RISING TIDE WEALTH ADVISORY SOLUTIONS LLC
St.. Louis, MO
AUM
$19.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
314-210-7814
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
FLATTERY WEALTH MANAGEMENT LLC
North Kansas City, MO
AUM
$17.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
816-866-8347
THOUSAND WEALTH MANAGEMENT
Chesterfield, MO
AUM
$15.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
636-532-9004
VIAGEM, LLC
St.. Louis, MO
AUM
$15.0M
Trusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
314-307-1090
MILLS BARRINGTON ADVISORS, LLC.
Chesterfield, MO
AUM
$13.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
636-399-6718
PREMIER WEALTH ADVISORY SERVICES, INC.
Chesterfield, MO
AUM
$13.7M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
636-532-7337
HYNES ADVISORY GROUP LLC
St. Louis, MO
AUM
$12.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
314-858-1335
THE JAMISON EDWARD GROUP
Kearney, MO
AUM
$12.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
816-439-5333
FIRST CLASS CAPITAL
Liberty, MO
AUM
$10.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
8167265339
YOUR FINANCIAL PARTNERSHIP
Lees Summit, MO
AUM
$9.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
816-208-8846