Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Home to the University of Missouri, Columbia has a strong economy fueled by research, technology, and entrepreneurship. The city's relatively low cost of living and quality healthcare, along with its expanding job market, makes it an attractive destination for professionals, families, and retirees alike. However, navigating financial decisions - whether for retirement, investments, or estate planning - can be complex and may require the guidance of a seasoned financial advisor in Columbia, MO.
With numerous financial advisors in Columbia, MO, finding the right financial advisor for your particular situation can be overwhelming. WiserAdvisor makes this process easier by matching you with some of the best Columbia financial advisors who suit your needs. Whether you're planning for retirement, managing assets, or looking for expert guidance, a qualified financial planner in Columbia, MO, can help you make informed decisions for a secure financial future.
For over two decades, we have maintained a trusted network of fiduciary advisors who meet strict industry standards. Every financial advisor in Columbia within our directory is screened for experience and maintains clean records with FINRA and SEC. Let us help you find a financial consultant in Columbia who can help you attain your goals with confidence. WiserAdvisor is here to help you make an informed decision.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 22 | 3070 | $482,155,256 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 7 | 2690 | $426,660,009 | A percentage of AUM, Fixed fees
|
|
| 18 | 2651 | $422,444,754 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 18 | 3 | $400,832,701 | Performance Based, Other (FEES FROM PORTFOLIO COMPANIES)
|
|
| 2 | 180 | $312,499,320 | A percentage of AUM
|
|
| 6 | 450 | $234,000,000 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 487 | $230,894,800 | A percentage of AUM
|
|
| 1 | 0 | $0 | A percentage of AUM, Fixed fees
|
|
| 8 | 0 | $0 | A percentage of AUM, Hourly charges, Fixed fees
|
Financial advisors in Columbia, MO, offer a wide range of services to help local residents manage their finances and achieve their financial goals. These services typically include:
To find a fee-only financial advisor in Columbia, MO, you may browse online directories like NAPFA (National Association of Personal Financial Advisors) to search for fee-only advisors. You can also use WiserAdvisor's free match tool that matches you with pre-screened Columbia financial advisors who meet your specific needs and hold clean records with FINRA and the SEC.
Yes, you can work with a financial advisor in Columbia, MO, even if you reside outside the area. Many Columbia financial advisors offer virtual consultations and remote financial planning services. Through video calls, phone meetings, and secure document-sharing platforms, you can access their expertise from anywhere.
Working with a financial consultant in Columbia remotely allows you to benefit from local expertise and Missouri-specific tax insights without needing to be physically present. Do verify the advisors' credentials before hiring one and ensure their vision aligns with your preferences.
Columbia financial advisors create personalized financial plans through a comprehensive process. During the initial consultation, they work toward understanding your financial goals, including retirement, investment, tax, and estate planning objectives. Then, they review your income, expenses, debts, assets, and current investments. The advisor may also assess your risk tolerance and time horizon. Subsequently, they help define your short-term and long-term financial objectives.
Based on your needs, the financial planner in Columbia, MO, develops tailored strategies for wealth accumulation, tax efficiency, and risk management. Lastly, the advisor regularly reviews and adjusts your financial plan based on life changes, market conditions, and your evolving goals.
Working with a local financial advisor in Columbia, MO, offers several advantages. Local advisors have a deeper understanding of Missouri's economic landscape, tax regulations, and real estate market. You have the option of scheduling in-person consultations for more personalized and detailed discussions. Financial advisors in Columbia often have connections with local attorneys, accountants, and real estate professionals, that can help enhance your financial plan. They are well-versed in Missouri's tax laws, helping you optimize tax efficiency. It is easier to schedule timely meetings and consultations.
When interviewing a financial advisor in Columbia, ask the following questions to ensure they are the right fit for your needs:
Working with an independent financial advisor in Columbia, MO, offers several benefits such as access to objective advice. Independent advisors are not tied to any firms or proprietary products and can offer unbiased recommendations based on your best interests. Many independent advisors are fiduciaries and adhere to the fiduciary standard. They have access to a wider range of investment instruments and services.
Independent Columbia financial advisors often have deep knowledge of local financial trends and tax regulations and typically have transparent fee structures, which can help you understand the cost of their services upfront. Choosing an independent financial consultant in Columbia gives you flexibility, personalized service, and unbiased financial guidance.
