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Find Top Financial Advisors in Columbia, Missouri

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Columbia, Missouri

Last Updated - 23-Sep-2023

Columbia has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 34 non-vetted advisors in your local area. These financial advisors in Columbia, Missouri have an average of 21 years of experience.

NOTE: The list of vetted financial advisors in Columbia, Missouri mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Columbia, Missouri.

Qualified Financial Advisors in Columbia, Missouri

Financial Advisor Experience AUM Minimum Assets Fee Structure
Jared Reynolds
CFP®, CPWA®, CPFA, CDFA®
WR WEALTH PLANNERS
200 E. Southampton Dr. Ste 101,
Columbia, MO 65203
21 Years Not Specified $1,000,000 Fee-Only

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Information on Qualified Financial Advisors in Columbia, Missouri

Qualifications CRD# 4452433
Firm CRD# 306951
Series 66

Compensation/Fee Fee-Only


Office Location 200 E. Southampton Dr. Ste 101,
Columbia,
MO
65203
Phone Number 573-875-3939

Jared grew up on Truman Lake helping out with the family business at Osage Bluff Marina & Resort. Part of his practice centers on his love of the great outdoors - focusing on the professional fishing/hunting industry. Jared got his start in financial planning right out of college. He graduated from the University of Missouri, Columbia with a bachelor's degree in Personal Financial Planning. Just 3 short years later he earned the "Certified Financial Planner" (CFP®) certification. By 2003 he had partnered with Carroll Wilkerson; both share the same values, work ethic, and desire to give back to the community. Jared is a firm believer family comes first. So when he's not working hard, he's playing hard. Jared and his wife, Nikki have three boys, Brody, Gavin, and Landon. He also likes to give back to the Boy Scouts of America, the Missouri Conservation Heritage Foundation, Ducks Unlimited, and is a lifetime member of the NRA.

About WR Wealth Planners

WR Wealth Planners

At WR Wealth Planners, we are passionate about equipping and empowering people to make financial decisions that impact the people and things in their life that matter most. The first thing we do is listen. We want to know what our clients care about most - their dreams, challenges, and concerns. Then we put together a plan using a disciplined financial planning and investment process. We show our clients the impact of their financial decisions - before they make them. We show them how to implement the plan and make adjustments if needed as their life changes. Along the way, we do everything we can to take care of them.


Customer Reviews

Top Financial Advisor Firms in Columbia, Missouri (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
ALEXANDER LABRUNERIE & CO., INC.
601 Nifong Blvd., Suite 3b, Columbia, MO 65203-6804
7 2385 $410,748,473
A percentage of AUM, Fixed fees
PERMANENT EQUITY MANAGEMENT
315 N Tenth St., Columbia, MO 65201
14 3 $372,200,207
Performance Based, Other (FEES FROM PORTFOLIO COMPANIES)
WR WEALTH PLANNERS LLC
200 E. Southampton Drive, Suite 101, Columbia, MO 65203
13 2124 $333,062,238
A percentage of AUM, Hourly charges, Fixed fees
CONVERGENCE FINANCIAL
3919 S. Providence Road, Columbia, MO 65203
23 2086 $309,097,019
A percentage of AUM, Hourly charges, Fixed fees
JJP CAPITAL MANAGEMENT, INC.
112 South College Avenue, Columbia, MO 65201
2 186 $294,738,324
A percentage of AUM
SUNDVOLD FINANCIAL
1000 W. Nifong, Building 4, Suite 104, Columbia, MO 65203
9 430 $167,000,000
A percentage of AUM, Hourly charges, Fixed fees
EAGLE BLUFFS WEALTH MANAGEMENT LLC
2201 Old 63 South, Columbia, MO 65201
5 323 $153,202,113
A percentage of AUM

    List of Additional Advisors in Columbia, Missouri*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    3610 Buttonwood Drive, Suite 320, Columbia, MO  65201 573-875-8005
    1000 W Nifong Blvd, Ste 8-200, Columbia, MO  65203 573-449-3979
    1000 W Nifong Blvd, Ste 8-200, Columbia, MO  65203 573-449-3979
    1000 W Nifong Blvd, Ste 8-200, Columbia, MO  65203 573-449-3979
    1416 Bodie Dr, Columbia, MO  65202 573-507-0426
    2102 Domain Hill Ct, Columbia, MO  65201 573-424-8622
    214 Miramar Ln, Columbia, MO  65203 573-424-5004
    1000 W Nifong Blvd, Ste 8-200, Columbia, MO  65203 573-449-3979
    1000 W Nifong Blvd, Ste 8-200, Columbia, MO  65203 573-449-3979
    1000 W Nifong Blvd, Ste 8-200, Columbia, MO  65203 573-449-3979

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