# Fee-only financial advisors in Missouri

> AdvisorCensus lists 141 investment advisory firms with a principal office in Missouri that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mo/fee-only/page/3

## At a glance

- Investment advisory firms: 141
- Registration: SEC-registered investment adviser: 56, State-registered investment adviser: 85
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 141 (100%); Percentage of assets 123 (87%); Hourly charges 67 (48%); Subscription fees (newsletter or periodical) 4 (3%); Fixed fees 94 (67%)
- Regulatory assets under management (Item 5.F): Under $25 million 40 (28%); $25 million to $100 million 37 (26%); $100 million to $500 million 34 (24%); $500 million to $1 billion 12 (9%); $1 billion to $5 billion 9 (6%); Over $5 billion 2 (1%); Not reported 7 (5%)
- Years registered: Under 5 years 50 (35%); 5 to 9 years 27 (19%); 10 to 19 years 31 (22%); 20 years or more 33 (23%)

## Firms (page 3 of 3, 101 to 141 of 141, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Quantumleap Wealth Management, LLC](https://advisorcensus.com/firm/quantumleap-wealth-management-llc-st-charles-mo-173585) ([md](https://advisorcensus.com/firm/quantumleap-wealth-management-llc-st-charles-mo-173585.md)) | 173585 | St. Charles, MO | State-registered investment adviser | Under $25 million | 11 | % of assets |
| [R.T. Jones Capital Equities Management Inc.](https://advisorcensus.com/firm/r-t-jones-capital-equities-management-inc-st-louis-mo-131804) ([md](https://advisorcensus.com/firm/r-t-jones-capital-equities-management-inc-st-louis-mo-131804.md)) | 131804 | St. Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets |
| [Rising Tide Wealth Advisory Solutions LLC](https://advisorcensus.com/firm/rising-tide-wealth-advisory-solutions-llc-st-louis-mo-319630) ([md](https://advisorcensus.com/firm/rising-tide-wealth-advisory-solutions-llc-st-louis-mo-319630.md)) | 319630 | St. Louis, MO | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Subscription, Fixed fee |
| [Risley Capital Management LLC](https://advisorcensus.com/firm/risley-capital-management-llc-ellisville-mo-157271) ([md](https://advisorcensus.com/firm/risley-capital-management-llc-ellisville-mo-157271.md)) | 157271 | Ellisville, MO | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [Robert A. Almony, JR. LLC](https://advisorcensus.com/firm/robert-a-almony-jr-llc-columbia-mo-159834) ([md](https://advisorcensus.com/firm/robert-a-almony-jr-llc-columbia-mo-159834.md)) | 159834 | Columbia, MO | State-registered investment adviser | Not reported | 14 | Hourly |
| [Sarver Vrooman Wealth Advisors LLC](https://advisorcensus.com/firm/sarver-vrooman-wealth-advisors-llc-kansas-city-mo-332699) ([md](https://advisorcensus.com/firm/sarver-vrooman-wealth-advisors-llc-kansas-city-mo-332699.md)) | 332699 | Kansas City, MO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Sawyer Capital Management](https://advisorcensus.com/firm/sawyer-capital-management-st-louis-mo-161054) ([md](https://advisorcensus.com/firm/sawyer-capital-management-st-louis-mo-161054.md)) | 161054 | St. Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Schram, Lori](https://advisorcensus.com/firm/schram-lori-kansas-city-mo-329637) ([md](https://advisorcensus.com/firm/schram-lori-kansas-city-mo-329637.md)) | 329637 | Kansas City, MO | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Sigma Advisors, LLC](https://advisorcensus.com/firm/sigma-advisors-llc-st-louis-mo-304517) ([md](https://advisorcensus.com/firm/sigma-advisors-llc-st-louis-mo-304517.md)) | 304517 | St. Louis, MO | State-registered investment adviser | $25 million to $100 million | 7 | Fixed fee |
| [Smart Steps Wealth Management LLC](https://advisorcensus.com/firm/smart-steps-wealth-management-llc-st-louis-mo-330411) ([md](https://advisorcensus.com/firm/smart-steps-wealth-management-llc-st-louis-mo-330411.md)) | 330411 | St. Louis, MO | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Snider Talbot Financial Planning LLC](https://advisorcensus.com/firm/snider-talbot-financial-planning-llc-liberty-mo-144026) ([md](https://advisorcensus.com/firm/snider-talbot-financial-planning-llc-liberty-mo-144026.md)) | 144026 | Liberty, MO | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [Sonas Financial Group, Inc.](https://advisorcensus.com/firm/sonas-financial-group-inc-kansas-city-mo-122547) ([md](https://advisorcensus.com/firm/sonas-financial-group-inc-kansas-city-mo-122547.md)) | 122547 | Kansas City, MO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Sterling Investment Advisors,llc](https://advisorcensus.com/firm/sterling-investment-advisors-llc-bolivar-mo-117287) ([md](https://advisorcensus.com/firm/sterling-investment-advisors-llc-bolivar-mo-117287.md)) | 117287 | Bolivar, MO | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [Steven Hermann Advisory](https://advisorcensus.com/firm/steven-hermann-advisory-340674) ([md](https://advisorcensus.com/firm/steven-hermann-advisory-340674.md)) | 340674 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Strategic Investment Advisors, Ltd.](https://advisorcensus.com/firm/strategic-investment-advisors-ltd-cape-girardeau-mo-114888) ([md](https://advisorcensus.com/firm/strategic-investment-advisors-ltd-cape-girardeau-mo-114888.md)) | 114888 | Cape Girardeau, MO | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Summit Vision Financial, LLC](https://advisorcensus.com/firm/summit-vision-financial-llc-299660) ([md](https://advisorcensus.com/firm/summit-vision-financial-llc-299660.md)) | 299660 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Tandem Financial Guidance, LLC](https://advisorcensus.com/firm/tandem-financial-guidance-llc-174834) ([md](https://advisorcensus.com/firm/tandem-financial-guidance-llc-174834.md)) | 174834 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Ten Peaks Partners L.L.C.](https://advisorcensus.com/firm/ten-peaks-partners-l-l-c-clayton-mo-169364) ([md](https://advisorcensus.com/firm/ten-peaks-partners-l-l-c-clayton-mo-169364.md)) | 169364 | Clayton, MO | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Terrance P Davis CPA/PFS](https://advisorcensus.com/firm/terrance-p-davis-cpa-pfs-st-louis-mo-118598) ([md](https://advisorcensus.com/firm/terrance-p-davis-cpa-pfs-st-louis-mo-118598.md)) | 118598 | St. Louis, MO | State-registered investment adviser | $25 million to $100 million | 20 | Hourly, Fixed fee |
| [Terril & Company](https://advisorcensus.com/firm/terril-and-company-saint-louis-mo-110422) ([md](https://advisorcensus.com/firm/terril-and-company-saint-louis-mo-110422.md)) | 110422 | Saint Louis, MO | SEC-registered investment adviser | $500 million to $1 billion | 45 | % of assets, Hourly |
| [The Private Family Advisors, LLC](https://advisorcensus.com/firm/the-private-family-advisors-llc-st-louis-mo-285617) ([md](https://advisorcensus.com/firm/the-private-family-advisors-llc-st-louis-mo-285617.md)) | 285617 | St. Louis, MO | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Thousand Wealth Management](https://advisorcensus.com/firm/thousand-wealth-management-chesterfield-mo-298906) ([md](https://advisorcensus.com/firm/thousand-wealth-management-chesterfield-mo-298906.md)) | 298906 | Chesterfield, MO | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Tiburon Capital Advisors LLC](https://advisorcensus.com/firm/tiburon-capital-advisors-llc-331466) ([md](https://advisorcensus.com/firm/tiburon-capital-advisors-llc-331466.md)) | 331466 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Toberman Becker Wealth, LLC](https://advisorcensus.com/firm/toberman-becker-wealth-llc-st-louis-mo-310346) ([md](https://advisorcensus.com/firm/toberman-becker-wealth-llc-st-louis-mo-310346.md)) | 310346 | St. Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Transcendent Investment Advisors, LLC](https://advisorcensus.com/firm/transcendent-investment-advisors-llc-339733) ([md](https://advisorcensus.com/firm/transcendent-investment-advisors-llc-339733.md)) | 339733 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Subscription, Fixed fee |
| [Trek Wealth Planning](https://advisorcensus.com/firm/trek-wealth-planning-columbia-mo-307671) ([md](https://advisorcensus.com/firm/trek-wealth-planning-columbia-mo-307671.md)) | 307671 | Columbia, MO | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Trend Management, Inc.](https://advisorcensus.com/firm/trend-management-inc-springfield-mo-113847) ([md](https://advisorcensus.com/firm/trend-management-inc-springfield-mo-113847.md)) | 113847 | Springfield, MO | State-registered investment adviser | $25 million to $100 million | 35 | % of assets, Fixed fee |
| [Truenorth Wealth & Impact, LLC](https://advisorcensus.com/firm/truenorth-wealth-and-impact-llc-joplin-mo-321238) ([md](https://advisorcensus.com/firm/truenorth-wealth-and-impact-llc-joplin-mo-321238.md)) | 321238 | Joplin, MO | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Truman Wealth Advisors](https://advisorcensus.com/firm/truman-wealth-advisors-columbia-mo-334752) ([md](https://advisorcensus.com/firm/truman-wealth-advisors-columbia-mo-334752.md)) | 334752 | Columbia, MO | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Twin Robins Capital](https://advisorcensus.com/firm/twin-robins-capital-kansas-city-mo-329990) ([md](https://advisorcensus.com/firm/twin-robins-capital-kansas-city-mo-329990.md)) | 329990 | Kansas City, MO | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Vance Financial Planning](https://advisorcensus.com/firm/vance-financial-planning-339416) ([md](https://advisorcensus.com/firm/vance-financial-planning-339416.md)) | 339416 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | Hourly, Fixed fee |
| [Vanda Advisers](https://advisorcensus.com/firm/vanda-advisers-277035) ([md](https://advisorcensus.com/firm/vanda-advisers-277035.md)) | 277035 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Viagem, LLC](https://advisorcensus.com/firm/viagem-llc-st-louis-mo-140927) ([md](https://advisorcensus.com/firm/viagem-llc-st-louis-mo-140927.md)) | 140927 | St. Louis, MO | State-registered investment adviser | Under $25 million | 20 | % of assets, Hourly, Fixed fee |
| [Walker Asset Management, LLC](https://advisorcensus.com/firm/walker-asset-management-llc-springfield-mo-284951) ([md](https://advisorcensus.com/firm/walker-asset-management-llc-springfield-mo-284951.md)) | 284951 | Springfield, MO | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets |
| [Wedgewood Partners, Inc.](https://advisorcensus.com/firm/wedgewood-partners-inc-st-louis-mo-21923) ([md](https://advisorcensus.com/firm/wedgewood-partners-inc-st-louis-mo-21923.md)) | 21923 | St Louis, MO | SEC-registered investment adviser | $500 million to $1 billion | 38 | % of assets |
| [Westwood Asset Management, LLC](https://advisorcensus.com/firm/westwood-asset-management-llc-169526) ([md](https://advisorcensus.com/firm/westwood-asset-management-llc-169526.md)) | 169526 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 12 | % of assets |
| [White Sand Wealth Management](https://advisorcensus.com/firm/white-sand-wealth-management-liberty-mo-304614) ([md](https://advisorcensus.com/firm/white-sand-wealth-management-liberty-mo-304614.md)) | 304614 | Liberty, MO | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Working Class Wealth Solutions LLC](https://advisorcensus.com/firm/working-class-wealth-solutions-llc-343286) ([md](https://advisorcensus.com/firm/working-class-wealth-solutions-llc-343286.md)) | 343286 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Your Financial Partnership](https://advisorcensus.com/firm/your-financial-partnership-lees-summit-mo-297089) ([md](https://advisorcensus.com/firm/your-financial-partnership-lees-summit-mo-297089.md)) | 297089 | Lees Summit, MO | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [YU Financial Advice, LLC](https://advisorcensus.com/firm/yu-financial-advice-llc-chesterfield-mo-192517) ([md](https://advisorcensus.com/firm/yu-financial-advice-llc-chesterfield-mo-192517.md)) | 192517 | Chesterfield, MO | State-registered investment adviser | Not reported | 11 | Hourly, Fixed fee |
| [Zemenick & Walker Inc](https://advisorcensus.com/firm/zemenick-and-walker-inc-st-louis-mo-108670) ([md](https://advisorcensus.com/firm/zemenick-and-walker-inc-st-louis-mo-108670.md)) | 108670 | St Louis, MO | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets |

- Previous page: https://advisorcensus.com/advisors/mo/fee-only/page/2.md

## Questions people ask

**How many financial advisory firms are there in Missouri?**
AdvisorCensus lists 430 investment advisory firms with a principal office in Missouri, from Form ADV filings as of October 2026: 200 SEC-registered, 183 state-registered, and 47 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Missouri?**
141 of the 430 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Missouri offer financial planning?**
264 of the 383 firms in Missouri that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Missouri fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 141 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in Missouri](https://advisorcensus.com/advisors/mo) (https://advisorcensus.com/advisors/mo.md)
- [Flat-fee financial advisors in Missouri](https://advisorcensus.com/advisors/mo/flat-fee) (https://advisorcensus.com/advisors/mo/flat-fee.md)
- [Hourly financial advisors in Missouri](https://advisorcensus.com/advisors/mo/hourly) (https://advisorcensus.com/advisors/mo/hourly.md)
- [Fee-only financial advisors in Kansas City, MO](https://advisorcensus.com/advisors/mo/kansas-city/fee-only) (https://advisorcensus.com/advisors/mo/kansas-city/fee-only.md)
- [Fee-only financial advisors in St. Louis, MO](https://advisorcensus.com/advisors/mo/st-louis/fee-only) (https://advisorcensus.com/advisors/mo/st-louis/fee-only.md)
- [Fee-only financial advisors in Columbia, MO](https://advisorcensus.com/advisors/mo/columbia/fee-only) (https://advisorcensus.com/advisors/mo/columbia/fee-only.md)
- [Fee-only financial advisors in Springfield, MO](https://advisorcensus.com/advisors/mo/springfield/fee-only) (https://advisorcensus.com/advisors/mo/springfield/fee-only.md)
- [Fee-only financial advisors in Joplin, MO](https://advisorcensus.com/advisors/mo/joplin/fee-only) (https://advisorcensus.com/advisors/mo/joplin/fee-only.md)
- [Fee-only financial advisors in Cape Girardeau, MO](https://advisorcensus.com/advisors/mo/cape-girardeau/fee-only) (https://advisorcensus.com/advisors/mo/cape-girardeau/fee-only.md)
- [Fee-only financial advisors in Jefferson City, MO](https://advisorcensus.com/advisors/mo/jefferson-city/fee-only) (https://advisorcensus.com/advisors/mo/jefferson-city/fee-only.md)
- [Fee-only financial advisors in St. Joseph, MO](https://advisorcensus.com/advisors/mo/st-joseph/fee-only) (https://advisorcensus.com/advisors/mo/st-joseph/fee-only.md)

Cite as: AdvisorCensus. Fee-only financial advisors in Missouri: 141 firms from Form ADV filings as of October 2026.