WR Wealth Planners

Wealth Management Firm in Columbia, MO

Firm Info
Address: 200 Southampton Dr Suite 101, Columbia, MO 65203, USA
Phone: (573) 875-3939

Firm Size
Assets Under Management: $333.1 million
# of Advisors: 9
# of Clients: 2,124
Client to Advisor Ratio: 236:1
Average Account Size: $156,809
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Wr Wealth Planners LLC Overview

Edward Jones is a fee-based registered investment advisory firm that has been in business since 1963. The firm is headquartered in St. Louis, MO and offers a range of financial services to its clients. As both a broker-dealer and insurance broker/agent, they specialize in providing investment advice to individuals, small businesses, and institutional clients. The firm's service offerings include portfolio management for both individual and business clients, as well as pension consulting services. They also provide clients the option to select advisors from their network of experienced professionals. With decades of experience in the finance industry, Edward Jones has established a reputation for providing high-quality investment advice tailored to the unique goals and needs of each of their clients. Their fee-based fee arrangement ensures that the interests of their clients are always front and center, making them a trusted partner for anyone seeking sound financial advice.

WR WEALTH PLANNERS LLC offers its services to a diverse range of clients, including individual investors seeking financial planning guidance and high net worth individuals with complex wealth management needs. Additionally, the firm caters to pension and profit sharing plans, insurance companies, and other types of corporations. The team at WR WEALTH PLANNERS LLC has experience working with clients from various industries and backgrounds, ensuring each client receives personalized attention and advice tailored to their unique financial goals. When it comes to fee structures, WR WEALTH PLANNERS LLC offers several options depending on the client's needs. For clients seeking ongoing investment management, the firm typically charges a percentage of assets under management (AUM) as a fee. Alternatively, clients may opt for hourly advice or fixed fees for specific services such as retirement planning or tax preparation. The firm is committed to transparency and ensuring clients understand the fee structure and how it aligns with their financial goals. Overall, WR WEALTH PLANNERS LLC offers flexible and customizable fee options to provide clients with the best possible value for their investment.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for WR Wealth Planners LLC does not mention their investment minimum requirements. Therefore, it is unclear what the minimum investment amount is for clients looking to invest with this firm. It is recommended that potential investors contact the firm directly to inquire about their investment minimums and any other requirements they may have for new clients.

How This Office Can Help Columbia, MO Residents

Erik Swanson is a financial advisor working for Ameriprise Financial Services, LLC, who assists clients in Sartell, MN with a range of financial concerns. These might include planning for retirement, managing investments, and developing strategies for long-term financial stability and success. Given the demographics of Sartell, MN, which is a mix of younger families and older retirees, one common financial situation clients might face is balancing the need to save for retirement with the demands of daily living expenses. Erik Swanson can work with clients to develop personalized financial plans that balance those competing needs, helping clients make the most of their resources and achieve their financial goals over time. Additionally, Swanson can offer guidance on issues such as tax planning, insurance, and estate planning, helping clients protect their assets and ensure that their financial wellbeing is secure for years to come.

To view the Minimum Investment and Fee Schedule for Wr Wealth Planners LLC, visit their Part 2 Brochure.

Services Offered by Wr Wealth Planners LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Wr Wealth Planners LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 200 Southampton Dr Suite 101, Columbia, MO 65203, USA
Phone (573) 875-3939
Directions
Google My Business Reviews:
4 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Wr Wealth Planners LLC is registered to service clients in the following states:

  • Arizona
  • Arkansas
  • Colorado
  • Florida
  • Illinois
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Michigan
  • Missouri
  • Nebraska
  • Ohio
  • Texas
  • Washington

Disciplinary History

Wr Wealth Planners LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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