Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > missouri > saint louis

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Missouri, Saint Louis

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

I want to start planning.
HELP ME FIND MY PLANNER

Top 13 Retirement Planning firms in Saint Louis, Missouri (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	20 Allen Avenue, Ste 300, Saint Louis, MO, 63119	$7,200,932,108	17208	54	A percentage of AUM
2	540 Maryville Centre Drive, Suite 105 Saint Louis, MO, 63141-5829	$6,479,677,393	6627	81	A percentage of AUM, Hourly charges, Fixed fees
3	100 N Broadway, Suite 1700 Saint Louis, MO, 63102	$2,744,800,000	21684	75	A percentage of AUM, Hourly charges, Fixed fees
4	165 North Meramec, Suite 210 Saint Louis, MO, 63105	$1,003,247,559	9	19	A percentage of AUM, Fixed fees, Performance Based
5	190 Carondelet Plaza, Suite 1300 Saint Louis, MO, 63105	$978,478,127	268	17	A percentage of AUM, Fixed fees
6	10777 Sunset Office Drive, Suite 317 Saint Louis, MO, 63127-1019	$760,944,922	1032	13	A percentage of AUM, Hourly charges
7	135 West Adams Avenue, Saint Louis, MO, 63122	$415,000,000	2700	21	A percentage of AUM, Fixed fees, Performance Based
8	530 Vance Road, Saint Louis, MO, 63088	$294,753,665	3203	23	A percentage of AUM
9	1401 South Brentwood Blvd., Suite 880 Saint Louis, MO, 63144	$278,355,497	237	5	A percentage of AUM, Hourly charges, Fixed fees
10	11152 S Towne Square, Saint Louis, MO, 63123	$239,289,634	1192	6	A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES TO RIA'S, FINDERS FEES, FEES THIRD PARTY MANAGER)
11	7733 Forsyth Blvd, 11th Floor Saint Louis, MO, 63105-1878	$166,382,874	390	2	A percentage of AUM, Fixed fees
12	8000 Maryland Ave, Suite 610 Saint Louis, MO, 63105	$161,409,263	113	6	A percentage of AUM
13	2 Cityplace Drive, 2nd Floor Saint Louis, MO, 63141	$112,149,459	286	3	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Saint Louis, Missouri

CONFLUENCE INVESTMENT MANAGEMENT LLC

Find an Advisor

QualificationsFirm CRD# 146019

Assets Under Management $7,200,932,108

No. Of Clients17208

Clients Per Financial Advisor319

CONFLUENCE INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17208 clients. The team consists of 54 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other (MODEL PROVIDER, UIT SECURITY SELECTION AND SUPERVISION)

View Full Profile

PLANCORP, LLC

Find an Advisor

QualificationsFirm CRD# 106599

Assets Under Management $6,479,677,393

No. Of Clients6627

Clients Per Financial Advisor82

PLANCORP, LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6627 clients. The team consists of 81 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

View Full Profile

LARSON FINANCIAL GROUP, LLC

Find an Advisor

QualificationsFirm CRD# 140599

Assets Under Management $2,744,800,000

No. Of Clients21684

Clients Per Financial Advisor289

LARSON FINANCIAL GROUP, LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21684 clients. The team consists of 75 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

CONWAY INVESTMENT SOLUTIONS

Find an Advisor

QualificationsFirm CRD# 154659

Assets Under Management $1,003,247,559

No. Of Clients9

Clients Per Financial Advisor0

CONWAY INVESTMENT SOLUTIONS is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters

View Full Profile

ALPINE PRIVATE WEALTH

Find an Advisor

QualificationsFirm CRD# 286072

Assets Under Management $978,478,127

No. Of Clients268

Clients Per Financial Advisor16

ALPINE PRIVATE WEALTH is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 268 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

View Full Profile

TERRIL & COMPANY

Find an Advisor

QualificationsFirm CRD# 110422

Assets Under Management $760,944,922

No. Of Clients1032

Clients Per Financial Advisor79

TERRIL & COMPANY is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $761M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1032 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

View Full Profile

25 FINANCIAL

Find an Advisor

QualificationsFirm CRD# 317916

Assets Under Management $415,000,000

No. Of Clients2700

Clients Per Financial Advisor129

25 FINANCIAL is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $415M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2700 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

View Full Profile

FEFA FINANCIAL

Find an Advisor

QualificationsFirm CRD# 324833

Assets Under Management $294,753,665

No. Of Clients3203

Clients Per Financial Advisor139

FEFA FINANCIAL is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $295M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3203 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

BRADY FAMILY WEALTH, LLC

Find an Advisor

QualificationsFirm CRD# 315635

Assets Under Management $278,355,497

No. Of Clients237

Clients Per Financial Advisor47

BRADY FAMILY WEALTH, LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $278M assets under management, the firm specializes in crafting personalized retirement planning solutions for 237 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

SAXONY CAPITAL MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 122692

Assets Under Management $239,289,634

No. Of Clients1192

Clients Per Financial Advisor199

SAXONY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $239M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1192 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (CONSULTING FEES TO RIA'S
FINDERS FEES
FEES THIRD PARTY MANAGER)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

View Full Profile

MCCARTNEY WEALTH MANAGEMENT LLC

Find an Advisor

QualificationsFirm CRD# 154722

Assets Under Management $166,382,874

No. Of Clients390

Clients Per Financial Advisor195

MCCARTNEY WEALTH MANAGEMENT LLC is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $166M assets under management, the firm specializes in crafting personalized retirement planning solutions for 390 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters

View Full Profile

DAYTONA STREET CAPITAL

Find an Advisor

QualificationsFirm CRD# 316666

Assets Under Management $161,409,263

No. Of Clients113

Clients Per Financial Advisor19

DAYTONA STREET CAPITAL is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 113 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

View Full Profile

MOMENT PRIVATE WEALTH

Find an Advisor

QualificationsFirm CRD# 313223

Assets Under Management $112,149,459

No. Of Clients286

Clients Per Financial Advisor95

MOMENT PRIVATE WEALTH is a financial advisory firm situated in Saint Louis, Missouri. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 286 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.