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Top Rated Financial Advisors in Missouri

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Missouri is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Missouri with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Missouri near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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David Naert

Oppenheimer & Company
David Naert, a financial fiduciary, provides financial services to clients in the Clayton, Missouri area. David has over 33 years of experience.

Additional Information:

Years of Experience:
33 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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John C. Wahl

One Bridge Wealth Management
CFP®, ChFC®
John C. Wahl, a financial fiduciary, provides financial services to clients in the Saint Louis, Missouri area. John holds a CFP®, ChFC® certification. John has over 6 years of experience.

Additional Information:

Years of Experience:
6 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Lisa J Hamilton

Hamilton Financial Planning, LLC
CFP®
Lisa J Hamilton, a financial fiduciary, provides financial services to clients in the Lebanon, Missouri area. Lisa holds a CFP® certification. Lisa has over 7 years of experience.

Additional Information:

Years of Experience:
7 Years

    Fee Structure

  • Commissions
  • Based on Assets

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    LPL Financial

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William L. Meyer

Cutter & Company, Inc.
CLU®, AIF®, ChFC®
William L. Meyer, a financial fiduciary, provides financial services to clients in the Ballwin, Missouri area. William holds a CLU®, AIF®, ChFC® certification. William has over 39 years of experience.

Additional Information:

Years of Experience:
39 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Shuyang Balazi

Capital360Financial
Shuyang Balazi, a financial fiduciary, provides financial services to clients in the Springfield, Missouri area. Shuyang has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Alec Bethurum

Sterneck Capital
Alec Bethurum, a financial fiduciary, provides financial services to clients in the Kansas City, Missouri area. Alec has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Asset Requirement: $500,000

    Name(s) of Custodian(s):
    TD Ameritrade

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Michael Becker

Toberman Becker Wealth
CFP®, CFA®
Michael Becker, a financial fiduciary, provides financial services to clients in the Saint Louis, Missouri area. Michael holds a CFP®, CFA® certification. Michael has over years of experience.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

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