Find Top Financial Advisors in Springfield, Missouri

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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.

Finding the Top Financial Advisor in Springfield, Missouri
Last Updated - 27-Nov-2022

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
238 S Jefferson, Suite B,
Lebanon, MO 65536
6 Not Specified Not Specified Not Specified

Information on Qualified Financial Advisors in Springfield

Qualifications CRD# 6489021
Firm CRD# 7069201
Series 7, 66

Compensation/Fee Commissions, Based on Assets

Office Location 238 S Jefferson, Suite B,
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.

About Hamilton Financial Planning, LLC

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
910 East St Louis St , Suite 400,
Springfield, MO 65806
$7,399,111,171 11893 A percentage of AUM
Hourly charges
Fixed fees
300 South Campbell Ave.,
Springfield, MO 65806
$5,082,616,561 151 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
1256 E Kingsley St,
Springfield, MO 65804-7211
$916,969,027 2290 A percentage of AUM
Hourly charges
Fixed fees
1201 E. Walnut Street,
Springfield, MO 65802
$514,942,326 1435 A percentage of AUM
Hourly charges
Fixed fees
620 W. Republic Road , Suite 104,
Springfield, MO 65807
$345,288,000 1735 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Springfield, Missouri*

    * 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
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?