Kirkwood, MO Financial Advisors and Resources



Financial Advisor Firms in Kirkwood, MO


GENEX CONSULTING

Website

(314) 590-5900

10900 Manchester Rd.
Suite 100
Kirkwood, MO 63122

SEC#: 801-112450
Years in Business: 3 years

ARETE WEALTH ADVISORS, LLC

Website

(314) 238-7444

214 N Clay Ave #210

Kirkwood, MO 63122

SEC#: 801-69827
Years in Business: 12 years

COMMERCE BROKERAGE SERVICES, INC.

Website

(314) 746-5265

300 N. Kirkwood Road

Kirkwood, MO 63122

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

SUMMIT FINANCIAL GROUP INC

Website

(314) 821-2200

132 W Washington Ave
Ste 100
Kirkwood, MO 63122

SEC#: 801-56645
Years in Business: 22 years

ARETE WEALTH ADVISORS, LLC

Website

(314) 238-7444

214 N Clay Ave #210

Kirkwood, MO 63122

SEC#: 801-69827
Years in Business: 12 years

COMMERCE BROKERAGE SERVICES, INC.

Website

(314) 746-5265

300 N. Kirkwood Road

Kirkwood, MO 63122

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


How Retirement-Friendly is Kirkwood, MO?

  • Population: 27,708
  • % of Population 62 Years and Over: 25.7%
  • Average Home Value: $324,400
  • Average Monthly Housing Cost: $1,332
  • Average Household Income: $123,735
  • 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.)


Kirkwood, MO Financial Advisor FAQs

A financial advisor helps people plan for their future needs. The general scope of the job is to help you understand what products and services might be best suited for your unique goals, before recommending a direction. In order to do so successfully, they will need to evaluate your current income and goals, as well as any specific restrictions or obligations you have in the near future.
The first question to ask an advisor is about their qualifications and who regulates them. Find out the source of the advice they give you. For example if a financial advisor promises that stocks will always go up or that risk has been eliminated from your portfolio, then you need to know that these claims are untrue and it's best to get another opinion.
The cost of a financial advisor varies. Some may charge by the hour, others may have commissions, and many combine hourly fees with commissions. This is because there are no standard operating procedures in place for determining the rate of pay for services provided by financial advisors; firms set their own rates based on what best suits their needs at that time. Typically speaking, one should expect to be charged anywhere between $400-$3,000 per hour for investment advice.
The first thing a prospective client should evaluate before deciding on a financial advisor is their area of expertise. You should assess many factors including their education, number of years in the industry, and credentials offered by major financial institutions such as CFA or CFP.