Jefferson City, MO Financial Advisors and Resources



Financial Advisor Firms in Jefferson City, MO


CENTRAL TRUST BANK

Website

(573) 556-6813

238 Madison Street

Jefferson City, MO 65101

SEC#: 801-69885
Years in Business: 12 years

SECURITIES AMERICA ADVISORS, INC.

Website

(573) 893-5929

3407 Knipp Drive

Jefferson City, MO 65109

SEC#: 801-45628
Years in Business: 27 years

RETIREMENT PLAN ADVISORS, LLC

Website

(573) 659-4443

3121 Emerald Lane
Suite 500
Jefferson City, MO 65109

SEC#: 801-63261
Years in Business: 17 years

WAYPOINT STRATEGIC ADVISORS, LLC

Website

(843) 873-4420

310 Binder Dr.

Jefferson City, MO 65109

SEC#: 801-120800
Years in Business: 0 years

SUMMIT X

Website

(573) 636-0914

2411 Hyde Park

Jefferson City, MO 65109

SEC#: 801-107111
Years in Business: 5 years

SMITH MOORE & CO.

Website

(573) 636-5227

2412 Hyde Park Road
Suite A
Jefferson City, MO 65109

SEC#: 801-68175
Years in Business: 14 years

CLIENT ONE SECURITIES LLC

Website

(573) 636-3222

1530 Rax Ct

Jefferson City, MO 65109

SEC#: 801-78158
Years in Business: 8 years

RETIREMENT PLAN ADVISORS, LLC

Website

(573) 659-4443

3121 Emerald Lane
Suite 500
Jefferson City, MO 65109

SEC#: 801-63261
Years in Business: 17 years


How Retirement-Friendly is Jefferson City, MO?

  • Population: 42,919
  • % of Population 62 Years and Over: 19.7%
  • Average Home Value: $141,800
  • Average Monthly Housing Cost: $712
  • Average Household Income: $68,389
  • 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.)


Jefferson City, MO Financial Advisor FAQs

A financial advisor will help you reach your long and short-term investment and retirement goals. Do you often find yourself asking: What should I invest in? How will this affect my taxes? Why do we need IRAs? – A good financial advisor can answer these questions, and more.
A financial advisor may charge an annual fee, usually in the form of an expense ratio, which they would take out of clients' funds they manage. For instance, if you have $100000 under management with your financial advisor who charges 1%. the total annual cost would be $1000.
Financial advisors typically charge 0.75% to 1% of the amount of money managed (not charged in advance). They may also charge commissions on investments that are bought, sold or exchanged. It is important that you do not confuse managed funds with mutual funds when deciding which fees to pay! If your advisor charges both types of fees, ask them which type is higher and why.
They help people with their investments and future planning. All the while making sure that their clients are always in compliance with the law and relevant regulatory requirements. Financial advisors usually provide individuals, or sometimes entire organizations, advice on how to manage cash flow and invest money for retirement, education savings, buying a home, etc.