Find a Financial Advisor in Kirkwood, MO

 

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We Only Work With The Best Kirkwood Financial Advisors


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

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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


  • Financial Advisor Close to Kirkwood, 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

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

We evaluated over 13,000 RIA firms to bring you the best of the best Kirkwood financial advisors.
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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.)



The Top 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: 13 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: 13 years

COMMERCE BROKERAGE SERVICES, INC.

Website

(314) 746-5265

300 N. Kirkwood Road

Kirkwood, MO 63122

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

 


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.