Find a financial advisor in Florissant, MO

Find financial advisors in Florissant, MO

Find financial advisors in Florissant, MO

Share a few details and we'll show you the best financial advisors in your area.
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Find financial advisors in Florissant, MO

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Top 10 financial advisors in Florissant, MO

Clients agree: these pros are highly rated for knowledge, experience, communication, and more.
Primerica Financial Services

Primerica Financial Services

New on Thervo
Offers online services
Serves Manchester, MO
I have been an Advisor with Primerica for over 26 years. I started while still in college and have opened up several offices in the area but currently have an office in Ballwin, MO. I provide a complimentary Financial Needs Analysis for each of my clients. The plan covers details and solutions in protection needs, debt management, budgeting, college savings and retirement planning. I make house calls in the evenings to be more convenient to my clients, can do just a phone conversation or even a zoom call. The clients that I serve will never pay me directly for my time and services. The companies I represent compensate me when a strategy is im...
Peace Of Mind By Ashley

Peace Of Mind By Ashley

New on Thervo
Offers online services
Serves BRECKNRDG HLS, MO
I have done accounting for years for business and personal.
Steven K. Marr & Associates

Steven K. Marr & Associates

New on Thervo
Offers online services
Serves St Peters, MO
Expert Been there and done it experience.
Severin Investments LLC

Severin Investments LLC

New on Thervo
Offers online services
Serves St. Louis, MO
Founded in 2013, Severin Investments, LLC is a portfolio management firm located in St. Louis, Missouri. Jeffrey Severin, founder of Severin Investments, has over 27 years of investment experience as both a portfolio manager and investment strategist. Severin Investments manages 7 strategies of stocks, bonds, and ETFs to individuals, RIA firms, and Broker Dealer firms. We are a fee-based fidcuiary that manages seven portfolios of stocks, bonds, and ETF's. We enjoy working with individuals to help them develop goal-oriented strategies using our actively managed portfolios. When we meet with you, we will develop an Investment Plan together, w...
90 Degrees West, LLC

90 Degrees West, LLC

5.0(2)
Serves Swansea, IL
Scott E. says, "It was a pleasure working through the college planning process with Mr. Roger Relfe. He was able to effectively address our questions and financial planning concerns while creating and delivering a comprehensive SET4LIFE plan. We appreciated Rogers' no-nonsense, honest and forthright approach. " Read more
Stonebridge Financial Group

Stonebridge Financial Group

New on Thervo
Serves St. Louis, MO
Our service model is simple: Serve first, last, always! I enjoy helping clients understand their goals and objectives and then crafting solutions to help them attain those goals.
Purk & Associates PC

Purk & Associates PC

New on Thervo
Offers online services
Serves St. Louis, MO
Hi touch, Service First, Proactive planning firm for Entrepreneurs and Hi-Net Worth I dovuduals
Integrity Investors, LLC

Integrity Investors, LLC

New on Thervo
Offers online services
Serves St. Louis, MO
ission: To honor God by helping individuals realize a greater purpose in their finances through the alignment of their investments with their Biblical values, principles and personal beliefs as we strive to provide uncompromising excellence in portfolio management. Management Philosophy: “Preserve and Grow with Integrity” is Integrity Investors core money management philosophy. Our goal is to be purposely invested when market condition are favorable and to protect capital when market conditions are unfavorable. By protecting assets from the ravages of a declining market we are able to take a fuller position in the increase of a favorable ma...
Tom Dunn CPA

Tom Dunn CPA

New on Thervo
Offers online services
Serves St. Louis, MO
With 10 years of public accounting experience, I have seen it all. The flexibility of being a sole proprietor allows me to be responsive to your needs.
Retirement Advisory Group

Retirement Advisory Group

New on Thervo
Serves St. Louis, MO
We’re committed to helping you work toward achieving the retirement you want. Our goal is to protect our clients' life savings while generating lifetime income to ensure they have a comfortable retirement. Since our founding in 1987, our mission has remained the same: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. We proudly serve residents and their families in Missouri and Illinois. We have a strong team of professionals helping ensure you receive all the assistance you need not only in developing y...

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Florissant financial advisors

Recent success stories from people in the Florissant area.
Denis E.
Roger’s seminar and his follow-on guidance were invaluable to us in completing the myriad of tasks required in narrowing our list of college choices, preparing applications, and creating effective financial packages. We appreciate Roger’s assistance with positioning us and our sons on a much better footing than we could have done on our own. Thank you Roger! Denis – Edwardsville
90 Degrees West, LLC
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