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Find Top Financial Advisors in Chesterfield, 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 Chesterfield, Missouri

Last Updated - February 25, 2024

Chesterfield has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Chesterfield, Missouri have an average of 26 years of experience.

NOTE: The list of vetted financial advisors in Chesterfield, 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 Chesterfield, Missouri.

Qualified Financial Advisors in Chesterfield, Missouri

Financial Advisor Experience AUM Minimum Assets Fee Structure
William L. Meyer
CLU®, AIF®, ChFC®
CUTTER & COMPANY, INC.
15415 Clayton Road,
Ballwin, MO 63011
39 Years $0 $250,000 Fee-Based
David Naert
OPPENHEIMER & COMPANY
1 N. Brentwood Blvd,
Suite 600,
Clayton, MO 63105
33 Years $500,000,000 $500,000 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

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Information on Qualified Financial Advisors in Chesterfield, Missouri

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".

About Cutter & Company, Inc.

Cutter & Company, Inc.

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


Qualifications CRD# 1532335
Firm CRD# 249
Series 4, 6, 7, 23, 63, 65

Compensation/Fee Fee-Based


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.

About Oppenheimer & Company

Oppenheimer & Company

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# 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.

About One Bridge Wealth Management

One Bridge Wealth Management

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


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
SYNTEGRA PRIVATE WEALTH GROUP LLC
14567 N Outer 40 Rd, Ste 225, Chesterfield, MO 63017
17 3700 $813,810,000
A Percentage of AUM, Fixed Fees
BRAND ASSET MANAGEMENT GROUP, INC.
16090 Swingley Ridge Road, Ste 620, Chesterfield, MO 63017
20 1543 $717,939,960
A Percentage of AUM, Fixed Fees
SUMMIT WEALTH STRATEGIES
16020 Swingley Ridge, Suite 110, Chesterfield, MO 63017
18 4576 $680,941,640
A Percentage of AUM, Hourly charges, Fixed Fees
LARSON CAPITAL MANAGEMENT, LLC
14567 North Outer 40, Suite 500, Chesterfield, MO 63017
13 36 $615,509,296
A Percentage of AUM, Performance Based
MARKETRIDERS
1 Mcbride & Son Center Dr., Suite 288, Chesterfield, MO 63005
4 473 $604,880,177
A Percentage of AUM, Subscription Fees
CLARK FINANCIAL SERVICES GROUP, INC.
14310 Olive Blvd, Chesterfield, MO 63017
5 1724 $317,738,269
A Percentage of AUM, Hourly charges
BRIDGEWATER ASSET MANAGEMENT LLC
16150 Main Circle Drive, Suite 210, Chesterfield, MO 63017
7 1117 $242,616,745
A Percentage of AUM, Hourly charges, Fixed Fees
MBM WEALTH CONSULTANTS, LLC
400 Chesterfield Center, Suite 125, Chesterfield, MO 63017
10 1091 $239,558,918
A Percentage of AUM, Hourly charges, Fixed Fees
ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC
1415 Elbridge Payne Road, Suite 140, Chesterfield, MO 63017
3 1098 $129,904,284
A Percentage of AUM
ST. LOUIS FINANCIAL PLANNERS INC.
1415 Elbridge Payne Road, Ste 140, Chesterfield, MO 63017
10 43 $5,258,814
A Percentage of AUM, Hourly charges, Commission Based
CQL CAPITAL MANAGEMENT
390 S. Woods Mill Road, Suite 250, Chesterfield, MO 63017
4 1 $4,410,100
A Percentage of AUM
U.S. INSTITUTIONAL CORPORATION
390 South Woods Mill Road, Suite 250, Chesterfield, MO 63017
4 0 $0
Fixed Fees, Other (PERCENTAGE FEE BASED UPON THE VALUE OF ASSETS CONSULTED ON)

    Frequently Asked Questions

    To determine the trustworthiness and reliability of a financial advisor in Missouri, it's important to conduct complete research and background checks through reputable regulatory bodies like FINRA and the SEC. These organizations regulate the financial industry and can help ensure that advisors are held to high ethical standards. You can also check online reviews, ask for referrals from friends and family, and do your research to verify the advisor's credentials and track record. If you are searching for a trustworthy financial advisor, we recommend using the free financial advisor match tool to find and compare pre-screened and vetted advisors matched to your needs.

    The cost of hiring a financial advisor in Missouri varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, fee-based, or solely earn a commission from financial product sales. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.

    Yes, there are financial advisors in Missouri who specialize in retirement planning for high-net-worth individuals. These advisors typically have expertise in addressing the specific needs and goals of high-net-worth clients and managing complex financial situations. They can also provide guidance on investment strategies, tax planning, wealth preservation, and legacy planning to optimize retirement outcomes for individuals with significant wealth. For additional information, refer to our guide on retirement planning for high-net-worth individuals.

    A financial advisor in Missouri can help you prepare for retirement by creating a comprehensive financial plan that takes into account your current assets, income, expenses, and future goals. They can help you develop a savings strategy, choose retirement accounts, and manage your investments. Additionally, a financial advisor can help you plan for potential healthcare expenses during retirement and ensure that your assets are distributed according to your wishes. To learn more about how an advisor can help you prepare for retirement, read on about why you should hire a retirement advisor.

    Many financial advisors in Missouri are also tax professionals or work closely with tax professionals to help clients with tax planning and optimization. These professionals can help you identify tax-saving strategies and recommend tax-efficient investment options by analyzing your current tax situation. However, the WiserAdvisor directory for the state of Missouri may not include advisors that specialize in providing tax-related services. In the "Advisory Services Provided" section, you will be able to confirm if tax planning and optimization are among the services an advisor offers.

    The typical minimum asset requirement for working with a financial advisor in Missouri can vary. While some advisors might have specific minimum investment thresholds, many are willing to offer valuable guidance and support regardless of the size of your portfolio. Even if you have a relatively small amount to invest, an advisor can assist you in creating a customized plan to achieve your financial goals, manage risks, and make well-informed decisions. To learn more about how financial advisors can help with investment management and portfolio growth, consider exploring the impact of asset allocation on your investments.

    Financial advisors listed on our directory for the state of Missouri provide a variety of financial services such as investment planning, retirement planning, wealth management, education planning, tax planning, estate planning, and more. In the "Advisory Services Provided" section, you will be able to confirm which services are provided by each advisor. To further explore how financial advisors can support you for your specific financial situation read who financial advisors are and what they do.

    Working with a financial advisor in Missouri can offer many benefits. As the advisor's client, you can benefit from the advisor's extensive knowledge, experience, and perspective resulting in you gaining peace of mind. Working with a financial advisor can also save you time managing your finances, help minimize investment risks, and potentially increase your investment returns as they can also help you identify areas of financial weakness and recommend strategies for improvement. To learn more, read on about the benefits of working with a financial advisor.

    Yes, there are financial advisors in Missouri who specialize in helping individuals who are retiring without a retirement plan. These advisors understand the unique challenges faced by individuals in this situation and can provide guidance on creating a financial roadmap for retirement. They may assist in developing strategies to maximize savings, establish a sustainable retirement income, and explore investment options suited for late-stage retirement planning. To gain a deeper understanding of late-life retirement planning read on about how to plan for retirement if started late.

    Yes, a financial advisor in Missouri can help you prepare for your child's college expenses by analyzing your current financial situation, setting college savings goals, and providing guidance on college savings vehicles, such as the 529 College Savings Plan. Advisors can also help you navigate financial aid options when it is time for your child to go to college. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.

    While already having a 401(k) or other retirement account is a positive step towards saving for retirement, a financial advisor in Missouri can provide helpful guidance and expertise beyond just managing your retirement account. They can help you set and prioritize your financial goals, optimize your investment strategy, manage risk, and provide knowledgeable financial market insights. With their knowledge and experience, a financial advisor can help you make informed decisions, navigate complex financial situations, and maximize the potential of your retirement savings. Explore why and when you might require a financial advisor to gain a better understanding of their role.