{ "path": "/advisors/mo/flat-fee", "url": "https://advisorcensus.com/advisors/mo/flat-fee", "page_type": "state_fee", "title": "Flat-fee financial advisors in Missouri", "filters": {}, "scope_total": 232, "faq": [ { "q": "How many financial advisory firms are there in Missouri?", "a": "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." }, { "q": "How many fee-only financial advisors are in Missouri?", "a": "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." }, { "q": "How many financial advisors in Missouri offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in Missouri fiduciaries?", "a": "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." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 232 investment advisory firms with a principal office in Missouri that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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.", "about_market": null, "citation": "AdvisorCensus. Flat-fee financial advisors in Missouri: 232 firms from Form ADV filings as of October 2026.", "total_firms": 232, "page": 1, "total_pages": 5, "sort": "name", "registration_types": { "sec": 113, "state": 119, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 94 }, { "code": "percentage_of_aum", "count": 214 }, { "code": "hourly", "count": 137 }, { "code": "subscription", "count": 7 }, { "code": "fixed", "count": 232 }, { "code": "commissions", "count": 7 }, { "code": "performance_based", "count": 14 }, { "code": "other", "count": 28 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 76 }, { "code": "5_to_9", "count": 59 }, { "code": "10_to_19", "count": 47 }, { "code": "20_plus", "count": 50 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 55 }, { "code": "25m_100m", "count": 53 }, { "code": "100m_500m", "count": 46 }, { "code": "500m_1b", "count": 24 }, { "code": "1b_5b", "count": 25 }, { "code": "over_5b", "count": 20 }, { "code": "not_reported", "count": 9 } ], "firms": [ { "crd_number": 317916, "name": "25 Financial", "name_as_filed": "25 FINANCIAL", "url": "https://advisorcensus.com/firm/25-financial-saint-louis-mo-317916", "city": "Saint Louis", "state": "MO", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 289783, "name": "360 IRA", "name_as_filed": "360 IRA", "url": "https://advisorcensus.com/firm/360-ira-st-charles-mo-289783", "city": "St. Charles", "state": "MO", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 150201, "name": "4-C Personal Wealth Management Consultants, LLC", "name_as_filed": "4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC", "url": "https://advisorcensus.com/firm/4-c-personal-wealth-management-consultants-llc-creve-coeur-mo-150201", "city": "Creve Coeur", "state": "MO", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300772, "name": "80/20 Financial Services", "name_as_filed": "80/20 FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/80-20-financial-services-300772", "city": null, "state": null, "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121307, "name": "Acropolis Investment Management", "name_as_filed": "ACROPOLIS INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/acropolis-investment-management-chesterfield-mo-121307", "city": "Chesterfield", "state": "MO", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 175085, "name": "ADK Wealth Advisory Group", "name_as_filed": "ADK WEALTH ADVISORY GROUP", "url": "https://advisorcensus.com/firm/adk-wealth-advisory-group-st-louis-mo-175085", "city": "St. Louis", "state": "MO", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169498, "name": "Advisor One, LLC", "name_as_filed": "ADVISOR ONE, LLC", "url": "https://advisorcensus.com/firm/advisor-one-llc-springfield-mo-169498", "city": "Springfield", "state": "MO", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282713, "name": "AIS Financial", "name_as_filed": "AIS FINANCIAL", "url": "https://advisorcensus.com/firm/ais-financial-saint-louis-mo-282713", "city": "Saint Louis", "state": "MO", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117153, "name": "Alexander Labrunerie & Co., Inc.", "name_as_filed": "ALEXANDER LABRUNERIE & CO., INC.", "url": "https://advisorcensus.com/firm/alexander-labrunerie-and-co-inc-columbia-mo-117153", "city": "Columbia", "state": "MO", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 286072, "name": "Alpine Private Wealth", "name_as_filed": "ALPINE PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/alpine-private-wealth-saint-louis-mo-286072", "city": "Saint Louis", "state": "MO", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 167477, "name": "Alspaugh Wealth Management", "name_as_filed": "ALSPAUGH WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/alspaugh-wealth-management-cape-girardeau-mo-167477", "city": "Cape Girardeau", "state": "MO", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 105778, "name": "American Century Investment Management Inc", "name_as_filed": "AMERICAN CENTURY INVESTMENT MANAGEMENT INC", "url": "https://advisorcensus.com/firm/american-century-investment-management-inc-kansas-city-mo-105778", "city": "Kansas City", "state": "MO", "years_registered": 54, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 105157, "name": "Anderson Hoagland & Co", "name_as_filed": "ANDERSON HOAGLAND & CO", "url": "https://advisorcensus.com/firm/anderson-hoagland-and-co-st-louis-mo-105157", "city": "St Louis", "state": "MO", "years_registered": 46, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117110, "name": "Angell Capital Management, LLC", "name_as_filed": "ANGELL CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/angell-capital-management-llc-centralia-mo-117110", "city": "Centralia", "state": "MO", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329481, "name": "Aperture Financial", "name_as_filed": "APERTURE FINANCIAL", "url": "https://advisorcensus.com/firm/aperture-financial-wildwood-mo-329481", "city": "Wildwood", "state": "MO", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326816, "name": "Archway Wealth Management, LLC", "name_as_filed": "ARCHWAY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/archway-wealth-management-llc-kirkwood-mo-326816", "city": "Kirkwood", "state": "MO", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170898, "name": "ASA Advisors, Inc.", "name_as_filed": "ASA ADVISORS, INC.", "url": "https://advisorcensus.com/firm/asa-advisors-inc-eureka-mo-170898", "city": "Eureka", "state": "MO", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159767, "name": "Ascension Investment Management", "name_as_filed": "ASCENSION INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/ascension-investment-management-st-louis-mo-159767", "city": "St. Louis", "state": "MO", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 107574, "name": "Asset Consulting Group, LLC", "name_as_filed": "ASSET CONSULTING GROUP, LLC", "url": "https://advisorcensus.com/firm/asset-consulting-group-llc-clayton-mo-107574", "city": "Clayton", "state": "MO", "years_registered": 35, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 104995, "name": "Atwood & Palmer, Inc.", "name_as_filed": "ATWOOD & PALMER, INC.", "url": "https://advisorcensus.com/firm/atwood-and-palmer-inc-kansas-city-mo-104995", "city": "Kansas City", "state": "MO", "years_registered": 36, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330006, "name": "Axius Advisors LLC", "name_as_filed": "AXIUS ADVISORS LLC", "url": "https://advisorcensus.com/firm/axius-advisors-llc-saint-charles-mo-330006", "city": "Saint Charles", "state": "MO", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111628, "name": "B & B Financial Planning Co., Inc.", "name_as_filed": "B & B FINANCIAL PLANNING CO., INC.", "url": "https://advisorcensus.com/firm/b-and-b-financial-planning-co-inc-o-fallon-mo-111628", "city": "O'Fallon", "state": "MO", "years_registered": 36, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160920, "name": "B.e.s.t. Wealth Management LLC", "name_as_filed": "B.E.S.T. WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/b-e-s-t-wealth-management-llc-st-louis-mo-160920", "city": "St. Louis", "state": "MO", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117828, "name": "Bagby Wealth Management", "name_as_filed": "BAGBY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/bagby-wealth-management-dexter-mo-117828", "city": "Dexter", "state": "MO", "years_registered": 30, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154633, "name": "Baldwin Wealth Management, LLC", "name_as_filed": "BALDWIN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/baldwin-wealth-management-llc-st-louis-mo-154633", "city": "St. Louis", "state": "MO", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331436, "name": "Belmont Private Wealth", "name_as_filed": "BELMONT PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/belmont-private-wealth-chesterfield-mo-331436", "city": "Chesterfield", "state": "MO", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289190, "name": "Bemiston Asset Management, LLC", "name_as_filed": "BEMISTON ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bemiston-asset-management-llc-289190", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 146936, "name": "Benjamin F. Edwards & Company, Incorporated", "name_as_filed": "BENJAMIN F. EDWARDS & COMPANY, INCORPORATED", "url": "https://advisorcensus.com/firm/benjamin-f-edwards-and-company-incorporated-st-louis-mo-146936", "city": "St. Louis", "state": "MO", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297750, "name": "Benjamin F. Edwards Wealth Management, LLC", "name_as_filed": "BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/benjamin-f-edwards-wealth-management-llc-st-louis-mo-297750", "city": "St. Louis", "state": "MO", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338871, "name": "BIY Financial, LLC", "name_as_filed": "BIY FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/biy-financial-llc-338871", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311530, "name": "Bluevine Advice", "name_as_filed": "BLUEVINE ADVICE", "url": "https://advisorcensus.com/firm/bluevine-advice-kansas-city-mo-311530", "city": "Kansas City", "state": "MO", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 342967, "name": "Bockhorst Wealth Stratagies LLC", "name_as_filed": "BOCKHORST WEALTH STRATAGIES LLC", "url": "https://advisorcensus.com/firm/bockhorst-wealth-stratagies-llc-troy-mo-342967", "city": "Troy", "state": "MO", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 150820, "name": "Bonifacio & Company, LLC", "name_as_filed": "BONIFACIO & COMPANY, LLC", "url": "https://advisorcensus.com/firm/bonifacio-and-company-llc-saint-louis-mo-150820", "city": "Saint Louis", "state": "MO", "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 315635, "name": "Brady Family Wealth, LLC", "name_as_filed": "BRADY FAMILY WEALTH, LLC", "url": "https://advisorcensus.com/firm/brady-family-wealth-llc-saint-louis-mo-315635", "city": "Saint Louis", "state": "MO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106162, "name": "Brand Asset Management Group, Inc.", "name_as_filed": "BRAND ASSET MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/brand-asset-management-group-inc-chesterfield-mo-106162", "city": "Chesterfield", "state": "MO", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 342447, "name": "Breiter Wealth Management, LLC", "name_as_filed": "BREITER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/breiter-wealth-management-llc-st-louis-mo-342447", "city": "St. Louis", "state": "MO", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327259, "name": "Bridgewater Advisory Group LLC", "name_as_filed": "BRIDGEWATER ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/bridgewater-advisory-group-llc-crystal-city-mo-327259", "city": "Crystal City", "state": "MO", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169832, "name": "Bridgewater Asset Management LLC", "name_as_filed": "BRIDGEWATER ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bridgewater-asset-management-llc-chesterfield-mo-169832", "city": "Chesterfield", "state": "MO", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170305, "name": "BTC Financial Management Co.", "name_as_filed": "BTC FINANCIAL MANAGEMENT CO.", "url": "https://advisorcensus.com/firm/btc-financial-management-co-bethany-mo-170305", "city": "Bethany", "state": "MO", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339948, "name": "Building Wealth Financial Advisory LLC", "name_as_filed": "BUILDING WEALTH FINANCIAL ADVISORY LLC", "url": "https://advisorcensus.com/firm/building-wealth-financial-advisory-llc-339948", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 151164, "name": "Buttonwood Financial Group, LLC", "name_as_filed": "BUTTONWOOD FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/buttonwood-financial-group-llc-kansas-city-mo-151164", "city": "Kansas City", "state": "MO", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113917, "name": "Capital Investment Management, Inc", "name_as_filed": "CAPITAL INVESTMENT MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/capital-investment-management-inc-lee-s-summit-mo-113917", "city": "Lee'S Summit", "state": "MO", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 118260, "name": "Capital Management Services, Inc.", "name_as_filed": "CAPITAL MANAGEMENT SERVICES, INC.", "url": "https://advisorcensus.com/firm/capital-management-services-inc-manchester-mo-118260", "city": "Manchester", "state": "MO", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 297178, "name": "CAPITAL360FINANCIAL", "name_as_filed": "CAPITAL360FINANCIAL", "url": "https://advisorcensus.com/firm/capital360financial-springfield-mo-297178", "city": "Springfield", "state": "MO", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143812, "name": "Cauble & Harre Wealth Management, Inc.", "name_as_filed": "CAUBLE & HARRE WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cauble-and-harre-wealth-management-inc-st-louis-mo-143812", "city": "St. Louis", "state": "MO", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326357, "name": "Cedarmill Financial", "name_as_filed": "CEDARMILL FINANCIAL", "url": "https://advisorcensus.com/firm/cedarmill-financial-326357", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292011, "name": "Centorbi Financial Group, Inc.", "name_as_filed": "CENTORBI FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/centorbi-financial-group-inc-o-fallon-mo-292011", "city": "O'Fallon", "state": "MO", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 149262, "name": "Central Trust Bank", "name_as_filed": "CENTRAL TRUST BANK", "url": "https://advisorcensus.com/firm/central-trust-bank-jefferson-city-mo-149262", "city": "Jefferson City", "state": "MO", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340808, "name": "Chase Wealth Management", "name_as_filed": "CHASE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/chase-wealth-management-kansas-city-mo-340808", "city": "Kansas City", "state": "MO", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 320767, "name": "Ckhfinancial LLC", "name_as_filed": "CKHFINANCIAL LLC", "url": "https://advisorcensus.com/firm/ckhfinancial-llc-university-city-mo-320767", "city": "University City", "state": "MO", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/mo", "label": "Financial advisors in Missouri" }, "fee_pages": [ { "path": "/advisors/mo/fee-only", "label": "Fee-only financial advisors in Missouri", "firm_count": 141 }, { "path": "/advisors/mo/hourly", "label": "Hourly financial advisors in Missouri", "firm_count": 167 } ], "metro_fee_pages": [ { "path": "/advisors/mo/kansas-city/flat-fee", "firm_count": 144, "label": "Flat-fee financial advisors in Kansas City, MO" }, { "path": "/advisors/mo/st-louis/flat-fee", "firm_count": 135, "label": "Flat-fee financial advisors in St. Louis, MO" }, { "path": "/advisors/mo/springfield/flat-fee", "firm_count": 14, "label": "Flat-fee financial advisors in Springfield, MO" }, { "path": "/advisors/mo/columbia/flat-fee", "firm_count": 11, "label": "Flat-fee financial advisors in Columbia, MO" }, { "path": "/advisors/mo/joplin/flat-fee", "firm_count": 2, "label": "Flat-fee financial advisors in Joplin, MO" }, { "path": "/advisors/mo/cape-girardeau/flat-fee", "firm_count": 1, "label": "Flat-fee financial advisors in Cape Girardeau, MO" }, { "path": "/advisors/mo/jefferson-city/flat-fee", "firm_count": 1, "label": "Flat-fee financial advisors in Jefferson City, MO" }, { "path": "/advisors/mo/st-joseph/flat-fee", "firm_count": 1, "label": "Flat-fee financial advisors in St. Joseph, MO" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }