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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
Springfield, Missouri, considered the birthplace of the famous Route 66 which traverses the entire US, is the third largest city in Missouri. The cost of living is 12% lower than the national average in the US. So, finding a financial advisor who can help you meet your financial goals could be important to your future financial plans. There are over 1100 financial advisors in the Springfield area and finding the right advisor for you that meets your specific financial needs could prove to be quite daunting. At WiserAdvisor, it is our mission to connect people like you searching for the right fiduciary financial advisor to connect with a vetted advisor that would meet your requirements.
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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Springfield, Missouri.
Springfield
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
78
non-vetted advisors in your local area. These financial advisors in
Springfield, Missouri
have an average of
6
years of experience.
NOTE: The list of financial
advisors in
Springfield, 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
Springfield, Missouri.
| Qualified Financial Advisors in Springfield, Missouri | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Lisa J Hamilton
HAMILTON FINANCIAL PLANNING, LLC 238 S Jefferson, Suite B, Lebanon, MO 65536 |
6 | Not Specified | Not Specified | Not Specified |
Qualifications
CRD# 6489021
Firm CRD# 7069201
Series 7, 66
Compensation/Fee Commissions, Based on Assets
Office Location
238 S Jefferson, Suite B,
Lebanon,
MO
65536
Phone Number
417-464-3247
My reason for becoming a financial professional is deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I have been married for almost 40 years, have three adult children with careers of their own, and six grandchildren. I am committed to you while utilizing all of my resources to create a financial plan that is specific to your individual needs. I work independently and am not linked to any proprietary investments and am free to choose investments that are best suited for you. No one strategy fits everyone, which is why every client gets my undivided attention from planning, to execution, to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
How We Work My mission is to help my clients work toward financial independence through planning. I want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. My mission is for you to build a long-term relationship with me. I aim to accomplish this through education, training, integrity, and outstanding client service. I understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. My commitment is to utilize all of my resources to help you pursue your goals. I believe in thinking out of the box and am not afraid to challenge conventional wisdom in my approach to investing and preserving wealth. All of my energy, commitment, and efforts are focused on you and your satisfaction.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Top Financial Advisor Firms in Springfield, Missouri (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| FORVIS WEALTH ADVISORS, LLC
910 East St Louis St , Suite 400, Springfield, MO 65806 |
$7,399,111,171 | 11893 |
A percentage of AUM Hourly charges Fixed fees |
| PENSION CONSULTANTS INC
300 South Campbell Ave., Springfield, MO 65806 |
$5,082,616,561 | 151 |
A percentage of AUM Hourly charges Fixed fees Performance Based Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| HYA ADVISORS, INC
1256 E Kingsley St, Springfield, MO 65804-7211 |
$916,969,027 | 2290 |
A percentage of AUM Hourly charges Fixed fees Other (MONTHLY SUBSCRIPTION FEE) |
| SIGNALPOINT ASSET MANAGEMENT LLC
1201 E. Walnut Street, Springfield, MO 65802 |
$514,942,326 | 1435 |
A percentage of AUM Hourly charges Fixed fees |
| PINNACLE FAMILY ADVISORS, LLC
620 W. Republic Road , Suite 104, Springfield, MO 65807 |
$345,288,000 | 1735 |
A percentage of AUM Hourly charges Fixed fees Other (SHARES IN FEES PAID TO THIRD PARTY ADVISERS; % OF PLAN ASSETS) |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Baron Financial Group Inquire with Baron |
2432 East Madrid, Springfield, MO 65804 | 417-886-1111 |
| Andy Stewart Inquire with Andy |
1535 East Primrose St, Springfield, MO 65804 | 417-885-1601 |
| Adria Schmidtke Inquire with Adria |
1535 East Primrose St, Springfield, MO 65804 | 417-885-1645 |
| Achieve Private Wealth Inquire with Achieve |
1525 E Republic Rd, Ste B-115, Springfield, MO 65804 | 417-877-0252 |
| Phillip Johnson Inquire with Phillip |
1531 E Bradford Pkwy, Suites 210-3, Springfield, MO 65804 | 417-881-6300 |
| Donald Heaney Inquire with Donald |
2609B E Sunshine St, Springfield, MO 65804 | 417-888-4437 |
| Seth Murray Inquire with Seth |
1342 E Kingsley St, Ste E, Springfield, MO 65804 | 417-881-9200 |
| Thomas Tobin Inquire with Thomas |
2609B E Sunshine St, Springfield, MO 65804 | 417-888-5833 |
| Kyle Borneman Inquire with Kyle |
1342 E Kingsley St, Ste E, Springfield, MO 65804 | 417-881-9200 |
| Gus Krafve Inquire with Gus |
2609B E Sunshine St, Springfield, MO 65804 | 417-888-4445 |
Grow your AUM with pre-qualified leads!
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