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Financial advisors · Missouri

Fee-only financial advisors in St. Louis, MO

From SEC and state Form ADV filingsUpdated 2026-11-07

57 fee-only investment advisers have offices in St. Louis, Missouri, according to their Form ADV filings with the SEC and state regulators. 37 offer hourly or flat-fee arrangements, 20 charge only a percentage of the assets they manage, and 42 provide financial planning. 41 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 2 firms report disciplinary history and are listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 57 of 57

Visionary Wealth Advisors, LLC

1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144 · (314) 764-2727

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$3.5B
Individual clients
4,186
Advisory staff
51
Registered with
SEC

Profile · Website · SEC record

Plancorp, LLC

540 Maryville Centre Drive Suite 105, St. Louis, MO 63141 · (636) 532-7824

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$10.6B
Individual clients
2,251
Advisory staff
52
Registered with
SEC

Profile · Website · SEC record

RBF Wealth Advisors

680 Craig Road Suite 201, St. Louis, MO 63141 · (314) 997-1652

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$716M
Individual clients
1,244
Advisory staff
16
Registered with
SEC

Profile · Website · SEC record

Tbg-Bedford Group LLC

10310 German Blvd, St. Louis, MO 63131 · (314) 957-5737

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$758M
Individual clients
960
Advisory staff
9
Registered with
SEC

Profile · SEC record

Compass Wealth

10326 Old Olive Street Road, St. Louis, MO 63141 · (314) 373-1598

  • Percentage of assets
  • Financial planning
Assets managed
$112M
Individual clients
766
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Claris Advisors, LLC

800 Market Street Suite 500, St. Louis, MO 63101 · (314) 655-5504

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$911M
Individual clients
322
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Sunpointe Investments

8301 Maryland Avenue Suite 300, St. Louis, MO 63105 · (314) 880-0821

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$791M
Individual clients
309
Advisory staff
11
Registered with
SEC

Profile · Website · SEC record

Alpine Private Wealth

190 Carondelet Plaza Suite 1300, St. Louis, MO 63105 · (314) 932-1010

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$1.5B
Individual clients
265
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Matter Family Office

8001 Forsyth Blvd Suite 950, St. Louis, MO 63105 · (314) 862-5190

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$3.8B
Individual clients
226
Advisory staff
40
Registered with
SEC

Profile · Website · SEC record

Anderson Hoagland & Co

9811 South Forty Drive, Suite 200, St. Louis, MO 63124 · (314) 726-2107

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.4B
Individual clients
136
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Signify Wealth LLC

7750 Clayton Road Suite 100, St. Louis, MO 63117 · (314) 222-0295

  • Percentage of assets
  • Financial planning
Assets managed
$365M
Individual clients
112
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Brady Family Wealth, LLC

1401 South Brentwood Blvd. Suite 880, St. Louis, MO 63144 · (314) 919-9151

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$313M
Individual clients
108
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Fiduciary Advisors, Inc.

12813 Flushing Meadows DR Suite 280, St. Louis, MO 63131 · (314) 726-5150

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$2.1B
Individual clients
107
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Moment Private Wealth

2 Cityplace Drive 2nd Floor, St. Louis, MO 63141 · (636) 591-1050

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$357M
Individual clients
105
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Mindful Wealth

5431 Chippewa ST, St. Louis, MO 63109 · (407) 508-9908

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$36M
Individual clients
71
Advisory staff
1
Registered with
MO

Profile · Website · SEC record

Cwos for Hire

13492 Clayton Road, St. Louis, MO 63131 · (314) 807-9870

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$46M
Individual clients
59
Advisory staff
1
Registered with
MO

Profile · Website · SEC record

Daytona Street Capital

8000 Maryland Ave Suite 600, St. Louis, MO 63105 · (314) 727-9479

  • Percentage of assets
  • Financial planning
Assets managed
$189M
Individual clients
50
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Terrance P Davis Cpa/pfs

8460 Watson Road Suite 225, St. Louis, MO 63119 · (314) 963-9998

  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$91M
Individual clients
45
Advisory staff
1
Registered with
FL, MO

Profile · SEC record

Heisner Financial, LLC

11627 Gravois RD, St. Louis, MO 63126 · (314) 231-3140

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$40M
Individual clients
26
Advisory staff
1
Registered with
MO

Profile · SEC record

Ais Financial

6 Cardinal Way Suite 900, St. Louis, MO 63102 · (314) 798-0008

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$2.9M
Individual clients
24
Advisory staff
1
Registered with
MO

Profile · Website · SEC record

Sigma Advisors, LLC

St. Louis, MO (office address not published) · (314) 984-9600

  • Fixed fee
  • Financial planning
Assets managed
$65M
Individual clients
12
Advisory staff
1
Registered with
MO

Profile · Website · SEC record

Armory Oak Wealth LLC

11004 Manchester Road, St. Louis, MO 63122 · (314) 561-7466

  • Percentage of assets
  • Financial planning
Assets managed
$4.6M
Individual clients
10
Advisory staff
1
Registered with
IL, MO

Profile · Website · SEC record

Essex Ridge Capital Group, LLC

1401 S. Brentwood Blvd. Suite 800, St. Louis, MO 63144 · (314) 961-9405

  • Percentage of assets
  • Financial planning
Assets managed
$146M
Individual clients
7
Advisory staff
2
Registered with
SEC

Profile · SEC record

Haven Wealth Planning

St. Louis, MO (office address not published) · (314) 403-2473

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$15K
Individual clients
Under 5
Advisory staff
1
Registered with
MO

Profile · Website · SEC record

Terril & Company

6 City Place Drive Suite 1050, St. Louis, MO 63141 · (314) 965-0344

  • Percentage of assets
  • Hourly
Assets managed
$988M
Individual clients
471
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

MRM Group

12444 Powerscourt DR. Suite 350, St. Louis, MO 63131 · (314) 628-1100

  • Percentage of assets
Assets managed
$56M
Individual clients
456
Advisory staff
1
Registered with
KS, MO, TX

Profile · Website · SEC record

Zemenick & Walker Inc

1401 S. Brentwood Blvd., Suite 550, St. Louis, MO 63144 · (314) 862-5525

  • Percentage of assets
Assets managed
$2.6B
Individual clients
264
Advisory staff
8
Registered with
SEC

Profile · Website · SEC record

Smart Steps Wealth Management LLC

3636 S Geyer Road Suite 100, St. Louis, MO 63127 · (314) 970-2377

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$82M
Individual clients
278
Advisory staff
1
Registered with
FL, MO, VA

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Herzog Financial Group, LLC

3636 S. Geyer Road Suite 100, St. Louis, MO 63127 · (314) 548-6067

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$48M
Individual clients
87
Advisory staff
1
Registered with
IL, MO

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Not sure which St. Louis firm fits?

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Fee-only advisers near St. Louis

Another 38 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in St. Louis?

Form ADV records how firms charge, not what they charge. Of the 57 firms listed here, 37 offer hourly or flat fees and 54 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these St. Louis advisers selected?

Every registered investment adviser with an office in St. Louis that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.