Flat fee financial advisors in Missouri
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Missouri is $3,500, from 77 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,125-$6,750. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $3,500 | $2,125-$6,750 | 77 firms |
Flat fee financial advisors in Missouri and their published fees
77 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 360 IraSt. Charles | Not published | $99-$10,000 | Not published |
| Rising Tide Wealth Advisory Solutions LLCSt. Louis | $500/hr | $100-$3,000 | $50/mo |
| Webster Wealth ManagementKansas City | $150/hr | $100-$500 | Not published |
| Cedarmill FinancialChesterfield | $150/hr | $200-$500 | $600-$3,600/yr |
| Durham Wealth Management, LLCSt. Peters | $200/hr | $200-$5,000 | Not published |
| Latour Asset Management LLCSpringfield | Not published | $200-$2,000 | Not published |
| The Yanker GroupManchester | $200-$400/hr | $200-$15,000 | Not published |
| Adk Wealth Advisory GroupSt. Louis | Not published | $250-$4,000 | Not published |
| Virtual Investment Planning LLCClayton | $250/hr | $250-$2,000 | $50-$1,000/qtr |
| Alpine Private WealthSaint Louis | Not published | $333 | $4,000/yr |
| K-12 PlanningKansas City | $250/hr | $450-$3,000 | Not published |
| Bluevine AdviceKansas City | Not published | $500 | $25-$1,000/mo |
| Ckhfinancial LLCUniversity City | $125/hr | $500 | Not published |
| Claris Advisors, LLCSt. Louis | Not published | $500-$5,000 | Not published |
| Foundations Financial Planning, LLCCarthage | $400/hr | $500 | $400-$700/mo |
| Fyra Capital ManagementSt. Charles | $250/hr | $500-$10,000 | $500-$25,000/yr |
| Heritage Asset Management, LLCBelton | $250/hr | $500-$5,000 | Not published |
| Modern Wealth Management, LLCKansas City | Not published | $500-$15,000 | Not published |
| Peoples Savings Wealth Management LLCHermann | Not published | $500-$5,000 | Not published |
| Stackhouse EnterprisesSedalia | Not published | $500-$5,000 | $1,200-$24,000/yr |
| Summit Vision Financial, LLCRock Port | $150/hr | $500-$5,000 | $100-$1,000/mo |
| Terrance P Davis Cpa/pfsSt. LouisNo AUM fee | $150/hr | $500-$5,000 | Not published |
| Visionary Wealth Advisors, LLCSt. Louis | Not published | $500-$15,000 | Not published |
| Cwos for HireSaint Louis | $200/hr | $750-$4,500 | $375-$2,000/mo |
| QP FinancialLees Summit | Not published | $750-$10,000 | Not published |
| Twin Robins CapitalKansas City | Not published | $750 | Not published |
| 80/20 Financial ServicesOzark | $240/hr | $1,000-$7,000 | Not published |
| Chase Wealth ManagementKansas City | Not published | $1,000-$10,000 | Not published |
| Freedom Financial Advisors, LLCIndependenceNo AUM fee | $200/hr | $1,000-$3,000 | Not published |
| Generational Wealth DevelopmentCameronNo AUM fee | $150/hr | $1,000-$10,000 | $50-$300/mo |
| Heritage First Wealth Management, LLCKansas City | Not published | $1,000-$5,000 | Not published |
| MBM Wealth Consultants, LLCChesterfield | $150/hr | $1,000-$5,000 | Not published |
| Profusion Private WealthSt. Louis | Not published | $1,000-$100,000 | Not published |
| Prosperity Financial GroupSpringfield | Not published | $1,000-$5,000 | Not published |
| Tandem Financial Guidance, LLCKansas City | $250/hr | $1,000-$10,000 | Not published |
| Greater Than FinancialSavannah | $235-$295/hr | $1,195 | $235-$395/mo |
| Forest Park Capital LLCO Fallon | Not published | $1,200-$3,000 | Not published |
| Harrison Financial PlanningColumbia | $75-$350/hr | $1,200-$15,000 | $6,000/yr |
| Trek Wealth PlanningColumbia | Not published | $1,200-$2,400 | $4,800-$9,600/yr |
| JKD FinancialSpringfieldNo AUM fee | Not published | $1,250 | Not published |
| Capital360financialSpringfield | $250/hr | $1,500-$7,000 | $250/mo |
| Monarch Fiduciary, LLCKansas City | $150-$350/hr | $1,500-$5,000 | Not published |
| Weatherby Capital, LLCKansas City | $150/hr | $1,500-$12,000 | Not published |
| Your Financial PartnershipLees Summit | $200-$500/hr | $1,500-$15,000 | $200-$750/mo |
| Vance Financial PlanningSpringfield | $225/hr | $1,800-$5,400 | Not published |
| Financial Planning Associates, Inc.Ellisville | $250/hr | $1,860-$5,000 | $65/mo |
| Financial & Tax Architects, LLCSt. Louis | Not published | $1,995 | Not published |
| 25 FinancialSaint Louis | Not published | $2,000-$5,000 | Not published |
| Coffman Wealth Advisors, LLCPoplar Bluff | $250/hr | $2,000-$10,000 | Not published |
| Fortify Wealth, Inc.St. Louis | $250-$350/hr | $2,000-$10,000 | Not published |
| Kansas City Private Wealth Management, LLCKansas City | Not published | $2,000 | $1,000/yr |
| Maxele Advisors, LLCWebster Groves | $200/hr | $2,000-$4,000 | $500-$2,500/yr |
| Thousand Wealth ManagementChesterfield | Not published | $2,000 | Not published |
| Correct Capital Wealth Management, LLCClayton | $250/hr | $2,500-$10,000 | Not published |
| Mindful WealthSt. Louis | $350-$500/hr | $2,500 | Not published |
| Wilkerson Advisory Group LLCColumbia | $350/hr | $2,500-$15,000 | Not published |
| Bemiston Asset Management, LLCWebster Groves | Not published | $3,000 | Not published |
| RLB FinancialSpringfield | Not published | $3,000 | Not published |
| Severin Investments LLCSt. Louis | $400/hr | $3,000 | $1,500/yr |
| White Sand Wealth ManagementLiberty | $250/hr | $3,000-$5,000 | $1,458/mo |
| Next Bloom WealthGladstone | $250/hr | $3,500-$10,000 | Not published |
| Pillar Financial PlanningRaymore | $250/hr | $4,000 | $12,000/yr |
| The Wealth CollaborativeLake Saint Louis | $250/hr | $4,000-$60,000 | $6,000-$24,000/yr |
| Legatrust Financial Advisors, Inc.Saint Louis | Not published | $4,500-$20,000 | $4,500/yr |
| Java Wealth PlanningLees SummitNo AUM fee | Not published | $4,800-$8,000 | Not published |
| Craft & Sage WealthKansas City | $500/hr | $5,000 | Not published |
| Sonas Financial Group, Inc.Kansas City | $200-$250/hr | $5,000 | Not published |
| Trinity Wealth Advisors LLCSt. Louis | Not published | $5,000 | $1,000/yr |
| Clarity FinancialColumbiaNo AUM fee | $300/hr | $6,000-$40,000 | Not published |
| Mayfair Financial, LLCKirkwoodNo AUM fee | Not published | $6,400-$14,000 | $6,000-$14,000/yr |
| Michael Piper, LLCSaint LouisNo AUM fee | $400/hr | $7,000 | $615/mo |
| Bridgewater Asset Management LLCChesterfield | $500/hr | $10,000 | Not published |
| Parkwoods Wealth Partners, LLCClayton | $300/hr | $10,000 | $5,000/yr |
| Skrobonja Wealth Management, LLCArnold | $500/hr | $10,000 | Not published |
| Sunpointe InvestmentsSt. Louis | Not published | $10,000 | $20,000/yr |
| Precision Wealth Strategies, LLCSt. Louis | $250/hr | $20,000 | Not published |
| Strongbox Wealth, LLCLee's Summit | $500/hr | $25,000 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (121)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Biy Financial, LLC, Jefferson City
- Brady Family Wealth, LLC, Saint Louis
- Buttonwood Financial Group, LLC, Kansas City
- Cauble & Harre Wealth Management, Inc., St. Louis
- Compton Advisors, LLC, St. Louis
- Core Planning, Ofallon
- Cratero Capital LLC, St. Louis
- Dew Wealth Strategies, LLC, Clayton
- Ed Douglas, Chillicothe
- Equity Wealth Partners, LLC, Independence
- Fama Fiduciary Wealth LLC, Manchester
- Family Investment Center, Saint Joseph
- Fidelis Financial Planning, LLC, Saint Charles
- Fiduciary Advisors, Inc., St. Louis
- Gargas Investments LLC, Van Buren
- Guardian Investment Management, LLC, St. Louis
- Halyard Financial, LLC, St. Louis
- Haven Wealth Planning, Kirkwood
- HDQ Wealth, Kansas City
- HFP Investments, Columbia
- Hill-Top Financial Planning, LLC, Kansas City
- Ifg Advisors, LLC, St. Louis
- In the Game Wealth Management, North Kansas City
- Kilcullin Financial Life Planning, LLC, Moscow Mills
- Krilogy, St. Louis
- Method Finance, LLC, St. Louis
- Modern Dollar Planning, LLC, St. Louis
- Moment Private Wealth, Saint Louis
- Mottet Wealth, Parkville
- MVK Financial Planning, LLC, Jefferson City
- Nicholson Meyer Capital Management, Inc., Kansas City
- Oakview Wealth Solutions LLC, Saint Charles
- Peakview Strategies, Cottleville
- Plancorp, LLC, Saint Louis
- Prosperity Planning, North Kansas City
- Rise Retirement, LLC, Lee's Summit
- Rogers Consulting Associates, Inc., St. Louis
- Schnell Financial Group, LLC, Sedalia
- SFC Financial LLC, Sunset Hills
- Snider Talbot Financial Planning LLC, Liberty
- Sterling Investment Advisors,llc, Bolivar
- Stonebridge Financial Group, LLC, St. Louis
- Syntegra Private Wealth Group LLC, Chesterfield
- Tax Favored Retirement, Kansas City
- Truenorth Wealth & Impact, LLC, Joplin
- Truman Wealth Advisors, Columbia
- Yu Financial Advice, LLC, Chesterfield
- 4-C Personal Wealth Management Consultants, LLC, Creve Coeur
- Acropolis Investment Management, Chesterfield
- Ais Financial, Saint Louis
- Alspaugh Wealth Management, Cape Girardeau
- Anderson Hoagland & Co, St Louis
- Angell Capital Management, LLC, Centralia
- Aperture Financial, Wildwood
- Archway Wealth Management, LLC, Kirkwood
- Asa Advisors, Inc., Eureka
- Atwood & Palmer, Inc., Kansas City
- Axius Advisors LLC, Saint Charles
- B.e.s.t. Wealth Management LLC, St. Louis
- Bagby Wealth Management, Dexter
- Belmont Private Wealth, Chesterfield
- Bockhorst Wealth Stratagies LLC, Troy, Lincoln
- Brand Asset Management Group, Inc., Chesterfield
- Bridgewater Advisory Group LLC, Crystal City
- Building Wealth Financial Advisory LLC, Paris
- Capital Investment Management, Inc, Lee's Summit
- Capital Management Services, Inc., Manchester
- Centorbi Financial Group, Inc., O'fallon
- Clayton Financial Group, LLC, St. Louis
- Convergence Financial, Columbia
- Conway Financial Group, LLC, Chesterfield
- Cornerstone Wealth Management, LLC, Des Peres
- DB Advisors, Springfield
- Detalus Advisors, LLC, St. Louis
- Duncan Financial Management, Inc., Sunset Hills
- Epoch Family Wealth, Weldon Spring
- Erickson Financial Solutions, LLC, Jefferson City
- Fiduciary Trust Private Wealth Counsel LLC, Springfield
- First Class Capital, Liberty
- Flattery Wealth Management LLC, North Kansas City
- Foundation Wealth Management, LLC, Clayton
- Gateway Wealth Management, LLC, Saint Louis
- Greystone Capital Partners Group LLC, Kansas City
- Heisner Financial, LLC, St.louis
- Hynes Advisory Group LLC, St Louis
- Jag Capital Management LLC, St. Louis
- Lakeshore Wealth Management LLC, Lake Lotawana
- Laminar Wealth LLC, Clayton
- Lasting Mark Retirement Group LLC, Springfield
- Main Street Investments, Gladstone
- Mainstreet RIA LLC, O'fallon
- Matter Family Office, St Louis
- Mccartney Wealth Management LLC, Saint Louis
- Meramec Financial Planners, LLC, Clayton
- Moneta Group Investment Advisors, LLC, St. Louis
- Money Consultants Advisory, Inc., St Louis
- Nidhi Capital, LLC, St Louis
- Norvia Wealth Management LLC, Maryland Heights
- Oak Road Wealth Management, Lee's Summit
- Pandi, LLC, Kansas City
- Pinkston Wealth, LLC, Nixa
- Pinnacle Family Advisors, LLC, Springfield
- Propartners Wealth, Columbia
- RBF Wealth Advisors, St. Louis
- Ryan Poage & Co., Kansas City
- Sarver Vrooman Wealth Advisors LLC, Kansas City
- Sheller Wealth Management, Inc., Troy
- Sigma Advisors, LLC, St. Louis
- Smart Steps Wealth Management LLC, St. Louis
- Sterneck Capital Management LLC, Kansas City
- Steven Hermann Advisory, Columbia
- Stewardship Capital, Independence
- Sundvold Financial, Columbia
- Tbg-Bedford Group LLC, Saint Louis
- Tenet Retirement Services LLC, Chesterfield
- The Jamison Edward Group, Kearney
- The Private Family Advisors, LLC, St. Louis
- Vanda Advisers, St. Louis
- Vista Finance, LLC, Clayton
- Wealth Ambassadors, LLC, Lake St. Louis
- Working Class Wealth Solutions LLC, Poplar Bluff