Find a Financial Advisor in Sunset Hills, MO

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We Only Work With The Best Sunset Hills 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 Sunset Hills, MO

  • Financial Advisor Close to Sunset Hills, 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 Sunset Hills, 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 Sunset Hills, MO

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

  • Population: 8,472
  • % of Population 62 Years and Over: 34.1%
  • Average Home Value: $450,300
  • Average Monthly Housing Cost: $1,646
  • Average Household Income: $150,518
  • 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.)


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The Top Financial Advisor Firms in Sunset Hills, MO

 

SFC FINANCIAL LLC

Website

(314) 842-2001

3890 S. Lindbergh Blvd
Suite 200
Sunset Hills, MO 63127

SEC#: 801-107167
Years in Business: 6 years

RFG ADVISORY, LLC

Website

(314) 384-4069

10777 Sunset Office Drive
Suite 300-A
Sunset Hills, MO 63127

SEC#: 801-79153
Years in Business: 8 years

KALOS MANAGEMENT, INC.

Website

(314) 822-4440

10825 Watson Road
Suite 100
Sunset Hills, MO 63127

SEC#: 801-65182
Years in Business: 16 years

KALOS MANAGEMENT, INC.

Website

(314) 822-4440

10825 Watson Road
Suite 100
Sunset Hills, MO 63127

SEC#: 801-65182
Years in Business: 16 years

 


Sunset Hills, MO Financial Advisor FAQs

Sunset Hills is a city in Missouri, United States, located in south St. Louis County. Panera Bread Company, headquartered in Sunset Hills, is an American bakery-café fast casual food brand. It is one of the notable business in the city.  Sunset Hills is well known for its famous sculpture garden, Laumeier Sculpture Park. It has several huge sculptures displayed on the park grounds as well as rotating indoor exhibitions.  We've partnered with top-tier financial advisors in Sunset Hills to put you in touch with them. Sunset Hills is a city in the southern part of St. Louis County, Missouri, United States. Cities near Sunset Hills include Sappington, Crestwood, Kirkwood, and Affton. In Sunset Hills, financial advisors are in high demand, and you'll want to discover one who can assist you with your finances. Check out the list below to find financial experts in your region!

The best way to find a financial advisor is through referrals and recommendation from people in your community. When meeting with them, look for someone who has experience and education and is well respected. If they are not doing well or will not be available when needed it might be time to look around for another professional.

They help their clients make informed investment decisions and provide advice on saving money through budgetary planning.

Financial advisors get paid in one way or another, typically. They are usually fee-only if they work independently, or under commission if they work for a brokerage house. Though there are those who will take on the investment of an individual as well as managing it and charge fees based on percentage.

Obtaining the appropriate guidance when it comes to money management is no easy feat. There are many factors one needs to take into account, including their current financial situation, area of experience and risk tolerance level. Many people turn to financial advisers for help with these matters. A quality advisor will comfortably provide a list of qualifications and corresponding areas that they specialize in - a good place to start is determining their areas of expertise and understanding what best fits your particular interest or need before you begin planning anything else.


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