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Credentials
Series 63, Series 65
Experience Industry experience
20 years
Location
St. Louis, MO 63131
Aquilant Advisors
Supported
Total advisors
4Clients per advisor
79 HighAvg AUM per client
$884,116 TypicalHNW client ratio
26% TypicalCharolette Mckinney is a financial advisor at Aquilant Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at American Portfolios Financial Services Inc. in addition to her current roles at Aquilant Advisors and Cambridge Investment Research. Outside of financial advising, she co-owns Backyard Enterprise, a pet supply and stained glass business, and is involved with China Painters Resale. Aquilant Advisors serves individual and high-net-worth clients as well as retirement plans, offering personalized asset management and financial planning services. The firm employs a combination of fundamental, technical, quantitative, and cyclical analysis to tailor portfolios and investment policies to client needs, using third-party platforms and unified managed accounts to implement discretionary and non-discretionary strategies.
Based on Aquilant Advisors
Based on Aquilant Advisors
Financial planning services offered on a flat annual fee basis up to 5% of the account value
$0+: up to 2.25% annually $0+: up to 1.5% flat annual fee basis (discretionary client discretion) $0+: up to 1.9% annually on AssetMark, SEI, or WealthPort platforms $0+: up to 2.25% annually for retirement plan assets $0+: up to 2.25% annually for Variable Sub-Account management services
$250 per hour for financial planning services
Fee-only: Financial Planning Services at $250 per hour; flat fee for financial planning up to 5% of account value annually
St. Louis, MO
12444 Powerscourt Dr. Suite 370
St. Louis MO 63131
Advisors at this office
4
Missouri
20 years of industry experience
Aquilant Advisors
2021 - Present • 5 years
Town and Country, MO
Cambridge Investment Research, Inc.
2021 - Present • 5 years
Fairfield, IA
American Portfolios Financial Services Inc.
2011 - 2021 • 10 years
Holbrook, NY
Backyard Enterprise
2001 - Present • 25 years
Saint Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, CRPC®, EA
Kirkwood, MO
Mayfair Financial, LLC
Meet Joe Petry, Ph.D., CFP®, EA, CRPC®— Passionate hooper, hiker, and dog lover who founded Mayfair Financial. -Ph.D. in Economics and a Master's in Personal Financial Planning. -Extensive academic and professional background in teaching finance and economics at renowned institutions. -Certified Financial Planner™ and Chartered Retirement Planning Counselor®. -Has received awards for his volunteerism and leadership. -He believes in the power of random acts of kindness to make the world a better place. Fun Fact: Joe and his neighbors are now novice beekeepers.
Verified by Warmer
CFP®, Series 63
St. Louis, MO
Trinity Wealth Advisors LLC
Alan Smith is a CFP® with 39 years of industry experience, currently serving at Trinity Wealth Advisors LLC in St. Louis, MO. He has worked at Trinity Wealth Advisors since 1998 and owns Business Owner Strategies, Inc. Additionally, he is an independent representative for Growth Management Group / Stryde Savings, providing tax and cost-saving strategies for privately held companies. Trinity Wealth Advisors is an SEC-registered investment adviser serving individuals, high-net-worth families, retirement plans, and businesses. The firm employs a values-based “Return on Life” planning approach and typically uses outside institutional managers and sub-advisors to implement client portfolios.
Verified by Warmer
Series 66, Series 7, JD
Chesterfield, MO
Ameriprise
Richard Espenschied is a financial advisor at Ameriprise with Series 66, Series 7, and APMA(R) designations. Before joining Ameriprise in 2025, he worked at Anheuser-Busch for nine years in economics and strategy. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
CFP®, Series 65
Saint Charles, MO
Fidelis Financial Planning, LLC
Jeffrey Laughlin is a CFP® with 17 years of industry experience and has been with Fidelis Financial Planning, LLC since 2011. He holds a Series 65 license and is based in Saint Charles, MO. Outside of his advisory role, he is the owner and managing member of a non-investment related real estate entity. Fidelis Financial Planning serves middle-income and high-net-worth individuals, as well as various institutional clients, offering integrated financial planning and discretionary portfolio management. The firm employs a structured investment approach grounded in academic research, focusing on broadly diversified, low-cost funds and ETFs.
Series 65, Series 66
Clayton, MO
Virtual Investment Planning LLC
Jahanguir Azodi is the principal of Virtual Investment Planning LLC and holds Series 65 and Series 66 licenses with 28 years of industry experience. He previously worked at Aspire Wealth Management, Berthel Fisher & Company Financial Services, and America's Financial Center, among others. Azodi also operates America's Financial Center, a wealth management and tax services firm, and is an author of a book related to accounting and tax services. Virtual Investment Planning LLC provides wealth management, discretionary portfolio management, financial planning, and retirement account advice to individuals, high-net-worth clients, and businesses. The firm manages approximately $23.7 million across about 102 clients, utilizing a long-term-focused investment process that combines fundamental and technical analysis, employing diversified mutual funds, ETFs, individual stocks and bonds, and insurance consulting through affiliated businesses.
Series 65
Fenton, MO
Midwest Investment Advisors, LLC
Bruce Krieg is a financial advisor at Midwest Investment Advisors, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Midwest Investment Advisors since 2010 and also has a long tenure at Kriegl Lohbeck & Co dating back to 1992. Midwest Investment Advisors is a single-advisor independent firm that provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and business entities, including pension and profit-sharing plans. The firm employs multiple analytical methods and a broad range of investment instruments, with a client mix that uniquely includes corporate and institutional-type accounts.
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