Find a Financial Advisor in Springfield, MO

 

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

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We Only Work With The Best Springfield 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 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 Springfield, MO


  • Financial Advisor Close to Springfield, 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 Springfield, 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 Springfield, MO

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

  • Population: 167,051
  • % of Population 62 Years and Over: 19%
  • Average Home Value: $117,500
  • Average Monthly Housing Cost: $734
  • Average Household Income: $51,407
  • 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 Springfield, MO

 

SIGNALPOINT ASSET MANAGEMENT LLC

Website

(417) 869-9980

1201 E. Walnut Street

Springfield, MO 65802

SEC#: 801-69394
Years in Business: 13 years

PINNACLE FAMILY ADVISORS, LLC

Website

(417) 886-6590

620 W. Republic Road
Suite 104
Springfield, MO 65807

SEC#: 801-78013
Years in Business: 8 years

BKD WEALTH ADVISORS, LLC

Website

(417) 831-7283

910 East st Louis St
Suite 400
Springfield, MO 65806

SEC#: 801-56928
Years in Business: 21 years

PENSION CONSULTANTS INC

Website

(417) 889-4918

300 South Campbell Ave.

Springfield, MO 65806

SEC#: 801-56704
Years in Business: 22 years

HYA ADVISORS, INC

Website

(417) 882-7283

1256 E Kingsley St

Springfield, MO 65804

SEC#: 801-38828
Years in Business: 30 years

BKD WEALTH ADVISORS, LLC

Website

(800) 600-4281

910 E. St. Louis Street, Suite 200
P.O. Box 2202
Springfield, MO 65806

SEC#: 801-56928
Years in Business: 21 years

THE RETIREMENT PLANNING GROUP, INC.

Website

(417) 501-9848

1531 E. Bradford Parkway
Suite 303-A
Springfield, MO 65804

SEC#: 801-62655
Years in Business: 17 years

CORNERSTONE WEALTH MANAGEMENT, LLC

Website

(417) 823-8008

4130 S. Fairview Avenue
Suite 104
Springfield, MO 65807

SEC#: 801-76973
Years in Business: 9 years

WALKER ASSET MANAGEMENT, LLC

Website

(N/A) -N/A

1201 E. Walnut

Springfield, MO 65802

SEC#: 801-108310
Years in Business: 5 years

 


Springfield, MO Financial Advisor FAQs

Financial advisors vary widely in price depending on what you require. If you need someone's expertise to advise you with your investments, for example, then it varies based on the person's credentials (professional certifications, years of experience) and how much money is needed for them to manage. When deciding if a financial advisor is worth the cost, do your research first to ensure he or she has the qualifications for their services.
A financial advisor not only helps you with planning for your retirement, but they'll also work to prepare and monitor your current portfolio investments. They help investors with tax information and deductions, as well as hopefully watching out for their client's best interests throughout it all.
One should always do their own due diligence to ensure they are speaking with a licensed professional, however it is advisable to ask the following questions of any potential advisor. What services do you offer? Do you provide financial planning advice or only investment management services? Does your company offer annuity products? If so, what is the full range of annuities that are available through your firm and where can I find information on what kinds of annuity fees apply?
Yes. A financial advisor can help you with funding for large purchases or unforeseen expenses, funding retirement, reduce taxes on investments or maximize tax-deferred accounts like 401(k)s and IRAs. They also often provide insurance services to ensure protection against sudden drops of stocks or other investments so you don't have to worry about making ends meet.