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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
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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
Personalized advice for portfolio size
of 100K & above
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
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
78
non-vetted advisors in your local area. These financial advisors in
Springfield,
Missouri
have an average of
8
years of experience.
NOTE: The list of vetted financial
advisors in
Springfield,
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
Springfield, Missouri.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 10 Years | Not Specified | $250,000 | Fee-Only | |
| 7 Years | Not Specified | $50,000 | Not Specified |
Qualifications
CRD# 6375882
Firm CRD# 297178
Series 66
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
1860 W Arbor St Suite 112,
Springfield,
MO
65807
Phone Number
417-350-1113
Shuyang Balazi is an experienced and knowledgeable financial advisor, ready to work with you to ensure you and your family's financial future. Over the past years, she has worked with many clients to help them choose, invest, and manage plans that will offer suitable investments and excellent returns. As a financial planner, Shuyang's main goal is to help you make well-informed decisions on what types of investments are right for you. She also emphasizes the need to adjust investment plans as your goals and needs change. Shuyang will always listen to your concerns, share all information about potential investments, including benefits, risks, and treat your financial goals with the same care and interest that she devotes to her own. Shuyang looks forward to being yours trusted advisor and expert resource as you build a customized portfolio of investments. Shuyang is also a mother of two kids. Youngest one is 1 years old. The old one is 6 years old. Beside working, I like to hang out with my kids in the park. Show them the beautiful world. I also enjoy singing also crafting.
Experienced financial planning and assets management professionals, who works with individuals, family, business owners and medical professionals, engineers to assist them make informed investment and financial decisions during life changing events. Also assist them reaching financial goals, for instance, retirement, investment goals, legacy assets goals and more We offer hourly financial planning, monthly fixed financial planning and full service financial planning. If you want to learn more information, you can check out the website www.capital360financial.com
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, Estate Planning & Trusts
Qualifications
CRD# 6489021
Firm CRD# 6413
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, 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, Insurance Products & Annuities
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 117 | 11893 | $7,399,111,171 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 19 | 151 | $5,082,616,561 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
|
|
| 13 | 2290 | $916,969,027 | A percentage of AUM, Hourly charges, Fixed fees, Other (MONTHLY SUBSCRIPTION FEE)
|
|
| 7 | 1435 | $514,942,326 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 16 | 1735 | $345,288,000 | 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 |
|---|---|---|
| 2432 East Madrid, Springfield, MO 65804 | 417-886-1111 | |
| 1535 East Primrose St, Springfield, MO 65804 | 417-885-1601 | |
| 1535 East Primrose St, Springfield, MO 65804 | 417-885-1645 | |
| 1525 E Republic Rd, Ste B-115, Springfield, MO 65804 | 417-877-0252 | |
| 1531 E Bradford Pkwy, Suites 210-3, Springfield, MO 65804 | 417-881-6300 | |
| 2609B E Sunshine St, Springfield, MO 65804 | 417-888-4437 | |
| 1342 E Kingsley St, Ste E, Springfield, MO 65804 | 417-881-9200 | |
| 2609B E Sunshine St, Springfield, MO 65804 | 417-888-5833 | |
| 1342 E Kingsley St, Ste E, Springfield, MO 65804 | 417-881-9200 | |
| 2609B E Sunshine St, Springfield, MO 65804 | 417-888-4445 |
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 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?
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.
