Find a Financial Advisor in Town and Country, MO

 

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We did the hard work of finding trustworthy partners in Town and Country, MO.

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We Only Work With The Best Town and Country 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 Town and Country, MO


  • Financial Advisor Close to Town and Country, 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 Town and Country, 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 Town and Country, MO

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

  • Population: 11,077
  • % of Population 62 Years and Over: 34.5%
  • Average Home Value: $761,200
  • Average Monthly Housing Cost: $2,717
  • Average Household Income: $263,271
  • 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 Town and Country, MO

 

DIVERSIFIED FINANCIAL ADVISORS, LLC

Website

(314) 786-9000

14323 South Outer Forty Drive
Suite 210 South
Town And Country, MO 63017

SEC#: 801-70541
Years in Business: 12 years

AQUILANT ADVISORS

Website

(314) 309-2078

555 Maryville University Dr.,
Suite 440
Town And Country, MO 63141

SEC#: 801-114993
Years in Business: 2 years

 


Town and Country, MO Financial Advisor FAQs

A good way to find an advisor is by asking your local bank. A lot of them offer this service for free, so the bank will set the package up for you with someone who has field experience. It's also worth looking up reviews on advisors both in general or at the company you plan on taking your business too.
Financial advisors typically charge between 1% and 2.5% of the total amount under management or a fixed percentage for an ongoing service or a retainer fee monthly.
Here are some common things to ask them before deciding if working together is right for you. What strategies do you usually recommend? How much advice do I need each year? How often would we meet in person? What fees will I pay for this service?
Financial advisors are professionals with advanced degrees in business administration, finance or law combined with practical experience in the field. They usually charge an hourly fee for their advice while some large firms offer fee-based advisory services that involve transactions but no advice. Others may offer holistic programs that combine wealth management strategies, risk management devices and tax optimization solutions into one comprehensive program.