{ "path": "/advisors/mo/flat-fee", "url": "https://advisorcensus.com/advisors/mo/flat-fee/page/5", "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": 5, "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": 323180, "name": "Syntegra Private Wealth Group LLC", "name_as_filed": "SYNTEGRA PRIVATE WEALTH GROUP LLC", "url": "https://advisorcensus.com/firm/syntegra-private-wealth-group-llc-chesterfield-mo-323180", "city": "Chesterfield", "state": "MO", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 174834, "name": "Tandem Financial Guidance, LLC", "name_as_filed": "TANDEM FINANCIAL GUIDANCE, LLC", "url": "https://advisorcensus.com/firm/tandem-financial-guidance-llc-174834", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298519, "name": "Tax Favored Retirement", "name_as_filed": "TAX FAVORED RETIREMENT", "url": "https://advisorcensus.com/firm/tax-favored-retirement-kansas-city-mo-298519", "city": "Kansas City", "state": "MO", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341573, "name": "TBG-Bedford Group LLC", "name_as_filed": "TBG-BEDFORD GROUP LLC", "url": "https://advisorcensus.com/firm/tbg-bedford-group-llc-saint-louis-mo-341573", "city": "Saint Louis", "state": "MO", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 118598, "name": "Terrance P Davis CPA/PFS", "name_as_filed": "TERRANCE P DAVIS CPA/PFS", "url": "https://advisorcensus.com/firm/terrance-p-davis-cpa-pfs-st-louis-mo-118598", "city": "St. Louis", "state": "MO", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305820, "name": "The Jamison Edward Group", "name_as_filed": "THE JAMISON EDWARD GROUP", "url": "https://advisorcensus.com/firm/the-jamison-edward-group-kearney-mo-305820", "city": "Kearney", "state": "MO", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 285617, "name": "The Private Family Advisors, LLC", "name_as_filed": "THE PRIVATE FAMILY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/the-private-family-advisors-llc-st-louis-mo-285617", "city": "St. Louis", "state": "MO", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 281364, "name": "The Yanker Group", "name_as_filed": "THE YANKER GROUP", "url": "https://advisorcensus.com/firm/the-yanker-group-manchester-mo-281364", "city": "Manchester", "state": "MO", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298906, "name": "Thousand Wealth Management", "name_as_filed": "THOUSAND WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/thousand-wealth-management-chesterfield-mo-298906", "city": "Chesterfield", "state": "MO", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339733, "name": "Transcendent Investment Advisors, LLC", "name_as_filed": "TRANSCENDENT INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/transcendent-investment-advisors-llc-339733", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 307671, "name": "Trek Wealth Planning", "name_as_filed": "TREK WEALTH PLANNING", "url": "https://advisorcensus.com/firm/trek-wealth-planning-columbia-mo-307671", "city": "Columbia", "state": "MO", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113847, "name": "Trend Management, Inc.", "name_as_filed": "TREND MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/trend-management-inc-springfield-mo-113847", "city": "Springfield", "state": "MO", "years_registered": 35, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109452, "name": "Trinity Wealth Advisors LLC", "name_as_filed": "TRINITY WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/trinity-wealth-advisors-llc-st-louis-mo-109452", "city": "St. Louis", "state": "MO", "years_registered": 28, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321238, "name": "Truenorth Wealth & Impact, LLC", "name_as_filed": "TRUENORTH WEALTH & IMPACT, LLC", "url": "https://advisorcensus.com/firm/truenorth-wealth-and-impact-llc-joplin-mo-321238", "city": "Joplin", "state": "MO", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334752, "name": "Truman Wealth Advisors", "name_as_filed": "TRUMAN WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/truman-wealth-advisors-columbia-mo-334752", "city": "Columbia", "state": "MO", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329990, "name": "Twin Robins Capital", "name_as_filed": "TWIN ROBINS CAPITAL", "url": "https://advisorcensus.com/firm/twin-robins-capital-kansas-city-mo-329990", "city": "Kansas City", "state": "MO", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 135555, "name": "U.S. Institutional Corporation", "name_as_filed": "U.S. INSTITUTIONAL CORPORATION", "url": "https://advisorcensus.com/firm/u-s-institutional-corporation-chesterfield-mo-135555", "city": "Chesterfield", "state": "MO", "years_registered": 21, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 339416, "name": "Vance Financial Planning", "name_as_filed": "VANCE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/vance-financial-planning-339416", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 277035, "name": "Vanda Advisers", "name_as_filed": "VANDA ADVISERS", "url": "https://advisorcensus.com/firm/vanda-advisers-277035", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285685, "name": "Vestech Asset Management Inc.", "name_as_filed": "VESTECH ASSET MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/vestech-asset-management-inc-saint-louis-mo-285685", "city": "Saint Louis", "state": "MO", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140927, "name": "Viagem, LLC", "name_as_filed": "VIAGEM, LLC", "url": "https://advisorcensus.com/firm/viagem-llc-st-louis-mo-140927", "city": "St. Louis", "state": "MO", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169610, "name": "Visionary Wealth Advisors, LLC", "name_as_filed": "VISIONARY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/visionary-wealth-advisors-llc-st-louis-mo-169610", "city": "St. Louis", "state": "MO", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312082, "name": "Vista Finance, LLC", "name_as_filed": "VISTA FINANCE, LLC", "url": "https://advisorcensus.com/firm/vista-finance-llc-clayton-mo-312082", "city": "Clayton", "state": "MO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 163270, "name": "Wealth Ambassadors, LLC", "name_as_filed": "WEALTH AMBASSADORS, LLC", "url": "https://advisorcensus.com/firm/wealth-ambassadors-llc-lake-st-louis-mo-163270", "city": "Lake St. Louis", "state": "MO", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168347, "name": "Webster Wealth Management", "name_as_filed": "WEBSTER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/webster-wealth-management-168347", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 11025, "name": "Wells Fargo Advisors", "name_as_filed": "WELLS FARGO ADVISORS", "url": "https://advisorcensus.com/firm/wells-fargo-advisors-st-louis-mo-11025", "city": "St. Louis", "state": "MO", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 19616, "name": "Wells Fargo Advisors", "name_as_filed": "WELLS FARGO ADVISORS", "url": "https://advisorcensus.com/firm/wells-fargo-advisors-st-louis-mo-19616", "city": "St. Louis", "state": "MO", "years_registered": 35, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 304614, "name": "White Sand Wealth Management", "name_as_filed": "WHITE SAND WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/white-sand-wealth-management-liberty-mo-304614", "city": "Liberty", "state": "MO", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334668, "name": "Wilkerson Advisory Group LLC", "name_as_filed": "WILKERSON ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/wilkerson-advisory-group-llc-columbia-mo-334668", "city": "Columbia", "state": "MO", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343286, "name": "Working Class Wealth Solutions LLC", "name_as_filed": "WORKING CLASS WEALTH SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/working-class-wealth-solutions-llc-343286", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 297089, "name": "Your Financial Partnership", "name_as_filed": "YOUR FINANCIAL PARTNERSHIP", "url": "https://advisorcensus.com/firm/your-financial-partnership-lees-summit-mo-297089", "city": "Lees Summit", "state": "MO", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 192517, "name": "YU Financial Advice, LLC", "name_as_filed": "YU FINANCIAL ADVICE, LLC", "url": "https://advisorcensus.com/firm/yu-financial-advice-llc-chesterfield-mo-192517", "city": "Chesterfield", "state": "MO", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "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" } }