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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.
Columbia
has
1
WiserAdvisor vetted Financial Planners and Advisors 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 financial
advisors in
Columbia, Missouri
mentioned below do 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 | Not Specified | $1,000,000 | Fee-Only |
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.
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.
Top Financial Advisor Firms in Columbia, Missouri (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| ALEXANDER LABRUNERIE & CO., INC.
601 Nifong Blvd. , Suite 3b, Columbia, MO 65203-6804 |
$410,748,473 | 2385 |
A percentage of AUM Fixed fees |
| PERMANENT EQUITY MANAGEMENT
315 N Tenth St., Columbia, MO 65201 |
$372,200,207 | 3 |
Performance Based Other (FEES FROM PORTFOLIO COMPANIES) |
| WR WEALTH PLANNERS LLC
200 E. Southampton Drive , Suite 101, Columbia, MO 65203 |
$333,062,238 | 2124 |
A percentage of AUM Hourly charges Fixed fees |
| CONVERGENCE FINANCIAL
3919 S. Providence Road, Columbia, MO 65203 |
$309,097,019 | 2086 |
A percentage of AUM Hourly charges Fixed fees |
| JJP CAPITAL MANAGEMENT, INC.
112 South College Avenue, Columbia, MO 65201 |
$294,738,324 | 186 |
A percentage of AUM |
| SUNDVOLD FINANCIAL
1000 W. Nifong , Building 4, Suite 104, Columbia, MO 65203 |
$167,000,000 | 430 |
A percentage of AUM Hourly charges Fixed fees |
| EAGLE BLUFFS WEALTH MANAGEMENT LLC
2201 Old 63 South, Columbia, MO 65201 |
$153,202,113 | 323 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
Grow your AUM with pre-qualified leads!
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