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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
St. Louis, Missouri, known as the Gateway to the West, is an ideal place to live, work, and retire. Located where the Missouri River and Mississippi River merge, the cost of living in Saint Louis is 6% lower than the national average and is the 9th lowest in the entire country. With this low cost of living and extremely affordable housing, you may benefit from hiring the services of a local financial advisor who can guide you on how to attain your financial goals.
With over 3200+ financial advisors in St. Louis to choose from, finding the right financial advisor could prove to be a difficult task. WiserAdvisor makes this process easier by matching you with some of the best financial advisors in St. Louis who can create a personalized financial plan for your specific needs.
For over two decades, we have maintained a trusted directory of fiduciary advisors who meet strict industry standards. Every financial advisor in our network is screened for experience and maintains clean records with FINRA and SEC. WiserAdvisor is here to help you make an informed decision.
Saint Louis
has
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Saint Louis,
Missouri
have an average of
29
years of experience.
NOTE: The list of vetted financial
advisors in
Saint Louis,
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
Saint Louis, Missouri.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 39 Years | $200,000,000 | $250,000 | Fee-Based | |
|
John C. Wahl
CFP®, ChFC® ONE BRIDGE WEALTH MANAGEMENT 230 South Bemiston Avenue, Suite 910, Saint Louis, MO 63105 |
6 Years | Not Specified | $500,000 | Fee-Based |
| 33 Years | $500,000,000 | $500,000 | Fee-Based | |
| 39 Years | $0 | $250,000 | Fee-Based |
Qualifications
CRD# 1112591
Firm CRD# 6413
Series 7, 63, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
4931 Lindell Blvd Ste 150,
Saint Louis,
MO
63108
Phone Number
314-880-7560
Joe Roddy has been in the financial services industry since his early 20s. After working on financial transactions for large corporations, Joe decided he wanted to apply his skill and knowledge to meet the needs of the individual and small business owner, while at the same time creating his own business. He wanted long-term client relationships nurtured through trust that could not be developed in an environment emphasizing immediate transactions. His association with LPL Financial gave him the flexibility to build just that kind of business. Through hard work, outstanding service and a reputation of fairness and integrity, he has built a solid client base and has expanded his business through referrals. In 2013, he opened West End Advisory Group in St. Louis' Central West End neighborhood. While Joe works at integrating the many elements of financial planning and employee benefits, his greatest strengths are in investments, retirement planning, and wealth transfer for business owners. His interest in investments was sparked while in college when he first invested money saved from his job as an iron worker. The investment was a winner, and he was able to return to graduate school full time at Washington University, where he received his Masters in Business Administration. Joe works diligently to increase his knowledge in this field and has been designated a Certified Financial Planner certificant, a title awarded only to those who are able to successfully complete a rigorous series of exams and are willing to abide by a strict ethical code. Joe and his wife, Lisa, live in the Central West End near Forest Park, where Joe can often be found jogging.
By planning first, we demystify the complex interactions of investments, taxes, Social Security and other concerns that create indecision. We are local and independent, with access to global resources and cutting-edge technology. We believe in planning before investing, because knowing how much money you need--and when you will need it--are important determinants in your investment success.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Qualifications
CRD# 5833997
Firm CRD# 8032
Series 7, 63, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
230 South Bemiston Avenue, Suite 910,
Saint Louis,
MO
63105
Phone Number
314-924-8009
John helps his clients invest smarter, reduce taxes, and optimize growth and income to help them achieve their goals and live the life they want. As a CERTIFIED FINANCIAL PLANNER ™professional and a Chartered Financial Consultant®, he specializes in investment strategy, wealth accumulation, education planning, and retirement planning with high net worth families and business owners. Many of John's clients came to him because they no longer wanted the hassle of managing their own portfolios or they were not sure that they were managing it as efficiently and effectively as they wanted. Others were nearing retirement, had a 401(k), and wanted a retirement plan. In addition to investment selection, John includes comprehensive strategies for his clients such as tax-advantaged strategies, risk management solutions such as insurance, and income strategies. A St. Louis native, John received his Economics degree and MBA from Ole Miss, and his CFP® and ChFC® designations from The American College. Today, he puts his experience to work with a passion to improve the financial lives of those around him. That is also the main objective for co-founding One Bridge Wealth Management: to continuously improve the financial lives of clients and the services delivered to them. John lives with his wife and two sons in St. Louis. Other than spending time with them, he enjoys spending time at his family farm, golfing, hunting, traveling, and anything outdoors. Contact him today to learn more about his services and how One Bridge Wealth Management can help you reach your financial goals.
Here at One Bridge, we provide a comprehensive array of wealth management solutions to high net worth individuals and families. We work with you and your family to build, manage, preserve, and transfer your wealth according to your goals. Together, we will go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. We start by examining the different areas of your financial life: Accumulation & Investment Selection, Retirement Planning, Estate Planning, Risk Management and Insurance, Education Planning, Charitable Giving Planning, Taxation, and Business Planning. Then, we create a comprehensive plan: By exploring each area above in detail, we will determine which ones require our immediate attention, which ones are more long-term in nature, and which ones, if any, that simply do not apply. From our findings, we will assemble an implementation plan for your financial future. From there, we support your financial goals: Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term. As your trusted advisor, we'll leverage the broad industry experience of our team of financial experts, their deep product knowledge and our comprehensive range of customizable resources to help you build, manage, preserve, and transfer your wealth according to your goals. John Wahl is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, John Wahl is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, John Wahl is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, John Wahl is required to act in a fiduciary capacity.
More information is available in Commonwealth’s Form CRS.Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 1532335
Firm CRD# 249
Series 4, 6, 7, 23, 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
1 N. Brentwood Blvd,
Suite 600,
Clayton,
MO
63105
Phone Number
314-746-2540
My experience has taught me that I serve my clients best by acting as a financial advisor who brings trust, integrity and accountability to each professional relationship. My approach is to bring an unbiased, comprehensive and customized strategy to each client in order to help them meet their life challenges and financial goals. Working together over the course of our relationship, we collaborate to create a disciplined strategy that we review periodically in order to make certain that it still reflects their current needs and future goals.
Oppenheimer & Co. Inc. ("Oppenheimer") is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 125 years, we have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Our commitment to our clients' investment needs, our experienced and dedicated professionals, and our proud tradition empower us to deliver effective and innovative solutions to our clients.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 1018380
Firm CRD# 22449
Series 4, 6, 7, 24, 27, 31, 53, 63, 86, 87
Compensation/Fee Fee-Based, Based on Assets
Office Location
15415 Clayton Road,
Ballwin,
MO
63011
Phone Number
636-537-8770
William L. Meyer, AIF, CLU, ChFC, William L. Meyer graduated from Maryville College in 1978, earned his Chartered Life Underwriter & Chartered Financial Consultant degrees from The American College of Bryn Mawr Pennsylvania in 1983, and his Accredited Investment Fiduciary accreditation from FI360. He is age 66, married with 3 children, and resides in Chesterfield, Missouri. He currently serves on the Broken & Beautiful Charitable Board - St. Louis. His personal interests are philanthropy for children, golf, skiing, and reading. In 1988 he co-founded Cutter & Company, Inc., of which he is a producing manager and president. The firm is comprised of three divisions, a Broker Dealer, Registrared Investment Advisory, and an insurance agency and serves businesses and individuals. The firm is licensed in 48 states, has 14 employees and 50 independent advisors affiliated with the firm. Mr. Meyer, in addition to holding life, health, & P&C insurance licenses, also holds the following securities licenses; series, 4, 6, 7, 24, 27, 31, 53, 63, 86, and 87. He was admitted to the Palladin Registry of Advisors in 2006, and was chosen by clients and St. Louis magazine in 2008-2023 as a FIVE STAR WEALTH MANAGER in the category of "Best in Client Satisfaction Wealth Managers".
Providing Resources That Offer Investors the Freedom of Financial Security Located in Ballwin, Missouri, just 15 miles west of St. Louis, Cutter & Company provides professional investment management, and complete financial planning, as well as life and health insurance products. Our goal is to help individuals prepare for current financial and insurance needs and help develop strategies to meet future goals. We strive to provide assistance to small and large businesses in the areas of employee benefits; including group life and health insurance, 401(k) and other qualified plan analysis, deferred compensation programs and other sophisticated executive benefits. Cutter & Company is locally owned and privately held. The company has been serving the needs of individuals and corporations since 1988. Management has over 70 years combined experience. Our experienced staff and investment representatives have significant industry background, with significant industry experience in the financial industry. Cutter & Company representatives focus primarily on serving the needs of individuals and businesses in Missouri, but is registered to do investment business in over 45 states.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 54 | 17208 | $7,200,932,108 | A percentage of AUM |
|
| 81 | 6627 | $6,479,677,393 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 75 | 21684 | $2,744,800,000 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 19 | 9 | $1,003,247,559 | A percentage of AUM, Fixed fees, Performance Based |
|
| 17 | 268 | $978,478,127 | A percentage of AUM, Fixed fees |
|
| 13 | 1032 | $760,944,922 | A percentage of AUM, Hourly charges |
|
| 21 | 2700 | $415,000,000 | A percentage of AUM, Fixed fees, Performance Based |
|
| 23 | 3203 | $294,753,665 | A percentage of AUM |
|
| 5 | 237 | $278,355,497 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 6 | 1192 | $239,289,634 | A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES TO RIA'S, FINDERS FEES, FEES THIRD PARTY MANAGER) |
|
| 2 | 390 | $166,382,874 | A percentage of AUM, Fixed fees |
|
| 6 | 113 | $161,409,263 | A percentage of AUM |
|
| 3 | 286 | $112,149,459 | A percentage of AUM, Fixed fees |
To find the best financial advisor in St. Louis for your needs, start by assessing your financial goals, such as retirement planning, investment management, or tax optimization. Look for a financial advisor in St. Louis who specializes in the services you require. Do verify their qualifications, credentials, and disciplinary history.
To simplify your search, consider using WiserAdvisor's free match tool, which matches you with 2-3 vetted financial advisors in St. Louis who have been pre-screened for experience and hold clean records with FINRA and the SEC. WiserAdvisor has maintained a trusted directory of financial advisors who meet strict industry standards. Simply provide details about your financial goals, and WiserAdvisor's match tool will connect you with seasoned financial advisors in your area-eliminating the hassle of searching on your own.
Yes, when working with a financial advisor in St. Louis, it's essential to understand local tax considerations, including Missouri state income tax rates, property taxes, and any applicable local taxes. A knowledgeable financial planner in St. Louis can help you navigate these tax rules and optimize your tax strategy. They can advise on tax-advantaged retirement accounts, investments, and tax-saving strategies such as tax-loss harvesting to maximize your savings while complying with state and local tax laws.
To ensure your financial advisor in St. Louis is acting in your best interest, verify that they are a fiduciary. Fiduciary financial advisors are legally obligated to act in your best interest. Additionally, look for a Certified Financial Planner in St. Louis, as CFPs adhere to fiduciary standards. It's also wise to check their credentials and disciplinary history using tools like FINRA's BrokerCheck or the SEC's Investment Adviser Public Disclosure website.
Several resources can help you find a certified financial planner in St. Louis. You can use the CFP Board's "Find a CFP® Professional" tool, which lists certified planners by location. Additionally, WiserAdvisor offers a free match tool that connects you with pre-screened, qualified financial planners in St. Louis. FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure website are also useful for verifying credentials and checking the regulatory history of financial advisors in St. Louis.
Top financial advisors in St. Louis tailor their services by understanding the local economic landscape, tax regulations, and community investment opportunities. They consider factors such as Missouri state tax laws and local cost-of-living to create personalized financial strategies. A financial planner in St. Louis may also recommend investment opportunities relevant to the local market. They ensure that financial plans align with clients' specific goals, whether it's retirement planning, investing, or estate planning.
Yes, a financial advisor in St. Louis can help families plan for college expenses by recommending suitable savings options like the Missouri 529 Plan (MOST 529), which offers state tax deductions on contributions. By working with the best financial advisors in St. Louis, you can create a tailored college savings plan that aligns with your family's financial goals.
Financial advisors in St. Louis integrate tax planning into a client's overall financial strategy by ensuring they have assessed and are compliant with Missouri state and local tax laws. Doing so allows them to minimize tax liabilities, including optimizing deductions, using tax-efficient investment accounts, and advising on charitable giving. A certified financial planner in St. Louis may also recommend tax-loss harvesting to offset capital gains and strategically plan retirement withdrawals to minimize tax burden.
Reputable financial advisors in St. Louis often provide references from local clients upon request. These references can offer insights into the advisor's expertise, communication style, and overall client satisfaction. When seeking the best St. Louis financial advisors, ask for testimonials relevant to your financial needs. Doing so will allow you to gauge their experience and effectiveness in helping clients achieve financial goals within the local economic and tax landscape.
