# Flat-fee financial advisors in Missouri > 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. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mo/flat-fee/page/5 ## At a glance - Investment advisory firms: 232 - Registration: SEC-registered investment adviser: 113, State-registered investment adviser: 119 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 94 (41%); Percentage of assets 214 (92%); Hourly charges 137 (59%); Subscription fees (newsletter or periodical) 7 (3%); Fixed fees 232 (100%); Commissions 7 (3%); Performance-based fees 14 (6%); Other 28 (12%) - Regulatory assets under management (Item 5.F): Under $25 million 55 (24%); $25 million to $100 million 53 (23%); $100 million to $500 million 46 (20%); $500 million to $1 billion 24 (10%); $1 billion to $5 billion 25 (11%); Over $5 billion 20 (9%); Not reported 9 (4%) - Years registered: Under 5 years 76 (33%); 5 to 9 years 59 (25%); 10 to 19 years 47 (20%); 20 years or more 50 (22%) ## Firms (page 5 of 5, 201 to 232 of 232, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Syntegra Private Wealth Group LLC](https://advisorcensus.com/firm/syntegra-private-wealth-group-llc-chesterfield-mo-323180) ([md](https://advisorcensus.com/firm/syntegra-private-wealth-group-llc-chesterfield-mo-323180.md)) | 323180 | Chesterfield, MO | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, 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 | | [Tax Favored Retirement](https://advisorcensus.com/firm/tax-favored-retirement-kansas-city-mo-298519) ([md](https://advisorcensus.com/firm/tax-favored-retirement-kansas-city-mo-298519.md)) | 298519 | Kansas City, MO | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee | | [TBG-Bedford Group LLC](https://advisorcensus.com/firm/tbg-bedford-group-llc-saint-louis-mo-341573) ([md](https://advisorcensus.com/firm/tbg-bedford-group-llc-saint-louis-mo-341573.md)) | 341573 | Saint Louis, MO | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Fixed fee | | [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 | | [The Jamison Edward Group](https://advisorcensus.com/firm/the-jamison-edward-group-kearney-mo-305820) ([md](https://advisorcensus.com/firm/the-jamison-edward-group-kearney-mo-305820.md)) | 305820 | Kearney, MO | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee, Other | | [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 | | [The Yanker Group](https://advisorcensus.com/firm/the-yanker-group-manchester-mo-281364) ([md](https://advisorcensus.com/firm/the-yanker-group-manchester-mo-281364.md)) | 281364 | Manchester, MO | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, 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 | | [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 | | [Trinity Wealth Advisors LLC](https://advisorcensus.com/firm/trinity-wealth-advisors-llc-st-louis-mo-109452) ([md](https://advisorcensus.com/firm/trinity-wealth-advisors-llc-st-louis-mo-109452.md)) | 109452 | St. Louis, MO | SEC-registered investment adviser | $100 million to $500 million | 28 | % of assets, Hourly, 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 | | [U.S. Institutional Corporation](https://advisorcensus.com/firm/u-s-institutional-corporation-chesterfield-mo-135555) ([md](https://advisorcensus.com/firm/u-s-institutional-corporation-chesterfield-mo-135555.md)) | 135555 | Chesterfield, MO | SEC-registered investment adviser | Not reported | 21 | Fixed fee, Other | | [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 | | [Vestech Asset Management Inc.](https://advisorcensus.com/firm/vestech-asset-management-inc-saint-louis-mo-285685) ([md](https://advisorcensus.com/firm/vestech-asset-management-inc-saint-louis-mo-285685.md)) | 285685 | Saint Louis, MO | State-registered investment adviser | $25 million to $100 million | 9 | % 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 | | [Visionary Wealth Advisors, LLC](https://advisorcensus.com/firm/visionary-wealth-advisors-llc-st-louis-mo-169610) ([md](https://advisorcensus.com/firm/visionary-wealth-advisors-llc-st-louis-mo-169610.md)) | 169610 | St. Louis, MO | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee | | [Vista Finance, LLC](https://advisorcensus.com/firm/vista-finance-llc-clayton-mo-312082) ([md](https://advisorcensus.com/firm/vista-finance-llc-clayton-mo-312082.md)) | 312082 | Clayton, MO | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee | | [Wealth Ambassadors, LLC](https://advisorcensus.com/firm/wealth-ambassadors-llc-lake-st-louis-mo-163270) ([md](https://advisorcensus.com/firm/wealth-ambassadors-llc-lake-st-louis-mo-163270.md)) | 163270 | Lake St. Louis, MO | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee | | [Webster Wealth Management](https://advisorcensus.com/firm/webster-wealth-management-168347) ([md](https://advisorcensus.com/firm/webster-wealth-management-168347.md)) | 168347 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee | | [Wells Fargo Advisors](https://advisorcensus.com/firm/wells-fargo-advisors-st-louis-mo-11025) ([md](https://advisorcensus.com/firm/wells-fargo-advisors-st-louis-mo-11025.md)) | 11025 | St. Louis, MO | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Fixed fee, Commissions | | [Wells Fargo Advisors](https://advisorcensus.com/firm/wells-fargo-advisors-st-louis-mo-19616) ([md](https://advisorcensus.com/firm/wells-fargo-advisors-st-louis-mo-19616.md)) | 19616 | St. Louis, MO | SEC-registered investment adviser | Over $5 billion | 35 | % of assets, Fixed fee, Commissions | | [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 | | [Wilkerson Advisory Group LLC](https://advisorcensus.com/firm/wilkerson-advisory-group-llc-columbia-mo-334668) ([md](https://advisorcensus.com/firm/wilkerson-advisory-group-llc-columbia-mo-334668.md)) | 334668 | Columbia, MO | SEC-registered investment adviser | $100 million to $500 million | 1 | % 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 | - Previous page: https://advisorcensus.com/advisors/mo/flat-fee/page/4.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) - [Fee-only financial advisors in Missouri](https://advisorcensus.com/advisors/mo/fee-only) (https://advisorcensus.com/advisors/mo/fee-only.md) - [Hourly financial advisors in Missouri](https://advisorcensus.com/advisors/mo/hourly) (https://advisorcensus.com/advisors/mo/hourly.md) - [Flat-fee financial advisors in Kansas City, MO](https://advisorcensus.com/advisors/mo/kansas-city/flat-fee) (https://advisorcensus.com/advisors/mo/kansas-city/flat-fee.md) - [Flat-fee financial advisors in St. Louis, MO](https://advisorcensus.com/advisors/mo/st-louis/flat-fee) (https://advisorcensus.com/advisors/mo/st-louis/flat-fee.md) - [Flat-fee financial advisors in Springfield, MO](https://advisorcensus.com/advisors/mo/springfield/flat-fee) (https://advisorcensus.com/advisors/mo/springfield/flat-fee.md) - [Flat-fee financial advisors in Columbia, MO](https://advisorcensus.com/advisors/mo/columbia/flat-fee) (https://advisorcensus.com/advisors/mo/columbia/flat-fee.md) - [Flat-fee financial advisors in Joplin, MO](https://advisorcensus.com/advisors/mo/joplin/flat-fee) (https://advisorcensus.com/advisors/mo/joplin/flat-fee.md) - [Flat-fee financial advisors in Cape Girardeau, MO](https://advisorcensus.com/advisors/mo/cape-girardeau/flat-fee) (https://advisorcensus.com/advisors/mo/cape-girardeau/flat-fee.md) - [Flat-fee financial advisors in Jefferson City, MO](https://advisorcensus.com/advisors/mo/jefferson-city/flat-fee) (https://advisorcensus.com/advisors/mo/jefferson-city/flat-fee.md) - [Flat-fee financial advisors in St. Joseph, MO](https://advisorcensus.com/advisors/mo/st-joseph/flat-fee) (https://advisorcensus.com/advisors/mo/st-joseph/flat-fee.md) Cite as: AdvisorCensus. Flat-fee financial advisors in Missouri: 232 firms from Form ADV filings as of October 2026.