Find a Financial Planner in Clayton, MO

 

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We did the hard work of finding trustworthy partners in Clayton, MO.

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We Only Work With The Best Clayton Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Clayton, MO


  • Financial Advisor Close to Clayton, MO

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Clayton Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Clayton area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners in Clayton offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
17.3% of Clayton's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Clayton area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Clayton area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Clayton area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Clayton area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. Missouri has unique laws defining which actions trigger a taxable event and has the 12th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Clayton area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Clayton area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Clayton, MO


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Clayton, MO

We evaluated over 13,000 RIA firms to bring you the best of the best Clayton financial advisors.
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How Retirement-Friendly is Clayton, MO?

  • Population: 16,588
  • % of Population 62 Years and Over: 17.3%
  • Average Home Value: $641,200
  • Average Monthly Housing Cost: $1,581
  • Average Household Income: $191,712
  • Missouri Total Tax Burden: 7.75% (12th Lowest in U.S.)
  • Missouri Property Tax: 2.25% (12th Lowest in U.S.)
  • Missouri Individual Income Tax: 2.37% (25th Highest in U.S.)
  • Missouri Sales and Excise Tax: 3.13% (20th Lowest in U.S.)


The Top Financial Advisor Firms in Clayton, MO


COMMERCE BROKERAGE SERVICES, INC

Website

(800) 772-7283

8000 Forsyth
Suite 1200
Clayton, MO 63105

SEC#: 801-66509
Years in Business: 15 years

DATATEX INVESTMENT SERVICES INC

Website

(314) 236-2444

7800 Forsyth Blvd
Fifth Floor
Clayton, MO 63105

SEC#: 801-31747
Years in Business: 33 years

ASCENSION INVESTMENT MANAGEMENT

Website

(314) 733-8000

101 S. Hanley Rd.
Suite 200
Clayton, MO 63105

SEC#: 801-73295
Years in Business: 9 years

MATTER FAMILY OFFICE

Website

(314) 862-5190

7711 Bonhomme Avenue
Suite 400
Clayton, MO 63105

SEC#: 801-37738
Years in Business: 30 years

CORRECT CAPITAL WEALTH MANAGEMENT, LLC

Website

(971) 371-3450

130 S Bemiston Avenue
Suite 602
Clayton, MO 63105

SEC#: 801-114075
Years in Business: 2 years

HM CAPITAL MANAGEMENT, LLC

Website

(314) 746-1700

8235 Forsyth Blvd
Suite 540
Clayton, MO 63105

SEC#: 801-64761
Years in Business: 15 years

SMITH MOORE & CO.

Website

(314) 727-5225

7777 Bonhomme Avenue
Suite 2400
Clayton, MO 63105

SEC#: 801-68175
Years in Business: 13 years

ARGENT CAPITAL MANAGEMENT LLC

Website

(314) 725-6000

100 South Brentwood Blvd.
Suite 110
Clayton, MO 63105

SEC#: 801-55903
Years in Business: 22 years

ASSET CONSULTING GROUP, LLC

Website

(314) 862-4848

231 South Bemiston Avenue
14th Floor
Clayton, MO 63105

SEC#: 801-39372
Years in Business: 30 years