Lake St. Louis, MO Financial Advisors and Resources



Financial Advisor Firms in Lake St. Louis, MO


FIRST HEARTLAND CONSULTANTS, INC.

Website

(636) 625-0900

4101 Lake st Louis Blvd

Lake St Louis, MO 63367

SEC#: 801-46595
Years in Business: 27 years

IAMS WEALTH MANAGEMENT, LLC

Website

(636) 265-2983

1000 Edgewater Pointe
Suite 306
Lake St. Louis, MO 63367

SEC#: 801-108875
Years in Business: 4 years

IAMS WEALTH MANAGEMENT, LLC

Website

(636) 265-2983

1000 Edgewater Pointe
Suite 306
Lake St. Louis, MO 63367

SEC#: 801-108875
Years in Business: 4 years


How Retirement-Friendly is Lake St. Louis, MO?

  • Population: 15,989
  • % of Population 62 Years and Over: 25.5%
  • Average Home Value: $280,200
  • Average Monthly Housing Cost: $1,363
  • Average Household Income: $114,193
  • 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.)


Lake St. Louis, MO Financial Advisor FAQs

Financial advisors get compensated in a variety of ways, including fees for managing your investments or portfolio, commissions earned on clients' trades, and administrative fees associated with running the business.
Financial advisors vary in their fees as well as expertise, so it's important that you meet with several to find the right advisor for your particular needs. That said, on average a fee is around 1% of assets per year.
Yes. A financial advisor can help you with a variety of services, including determining your current risk tolerance, preparing long-term goals for retirement and financial support for kids' college education, developing budgeting plans to maximize income and minimize debt acquisition, etc.
To tell if someone is qualified please refer to the list below: If your advisor does any of these things please raise hell at once. Due diligence is needed with every decision that could affect your finances! Advisor makes investments without understanding all contingent risks or not disclosing those risks.