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Credentials
Series 66
Experience Industry experience
11 years
Location
Wildwood, MO
Benjamin F. Edwards & Company, Inc.
Enterprise
Daniel Parish is a Series 66-credentialed financial advisor with 11 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2017 and previously spent a year at National Planning Corporation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management through a range of discretionary and non-discretionary strategies managed internally and by third-party managers.
Based on Benjamin F. Edwards & Company, Inc.
Based on Benjamin F. Edwards & Company, Inc.
Financial Planning typically charged as a flat fee; minimum $125 annual fee for advisory accounts.
$0 - $250,000: 1.50% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75% $0 - $250,000: 2.00% (Client Portfolios) $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.65% $0 - $250,000: 2.25% (Private Portfolios) $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 0.85% $5,000,001+: 0.75% $0 - $100,000: 1.25% (BFE Models) $100,001 - $350,000: 1.00% $350,001+: 0.75% $0 - $500,000: 2.75% Equity in Separately Managed Portfolios $500,001 - $1,000,000: 2.25% Equity in Separately Managed Portfolios $1,000,001 - $2,500,000: 1.75% Equity in Separately Managed Portfolios $2,500,001+: 1.25% Equity in Separately Managed Portfolios $0 - $500,000: 1.25% Fixed Income in Separately Managed Portfolios $500,001 - $1,000,000: 1.15% Fixed Income in Separately Managed Portfolios $1,000,001 - $2,500,000: 1.00% Fixed Income in Separately Managed Portfolios $2,500,001+: 0.85% Fixed Income in Separately Managed Portfolios $0 - $500,000: 2.25% (Unified Managed Account) $500,001 - $1,000,000: 1.75% (UMA) $1,000,001 - $2,500,000: 1.25% (UMA) $2,500,001+: 1.00% (UMA) plus asset manager fee 0.00%-0.50%
Financial planning fees may be negotiated, flat fees; other consulting fees negotiable and may include hourly arrangements.
Account minimum: $5,000 (varies by strategy; see details below) Minimum fee: Minimum annual fee of $125 applies to all investment advisory accounts. Fee-only: Financial Planning services charged as negotiable flat fees; Retirement Plan Consulting, Investment Management Consulting (without Execution), and Plan Participant Consulting fees are negotiable and hourly or fixed fees may apply.
Wildwood, MO
Wildwood MO
Advisors at this office
2
Missouri
11 years of industry experience
Benjamin F. Edwards & Co.
2017 - Present • 9 years
St. Louis, MO
National Planning Corporation
2016 - 2017 • 1 year
Saint Louis, MO
Benjamin F. Edwards & Company, Inc.
2015 - 2016 • 1 year
St. 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
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.
Series 63, Series 65
Chesterfield, MO
Mills Barrington Advisors, LLC.
Michael Mills is the sole advisor at Mills Barrington Advisors, LLC, an independent firm based in Chesterfield, MO. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Mills has led his firm since its founding in 2013, following prior experience at major brokerage firms. Mills Barrington Advisors provides discretionary portfolio management and investment advisory services to individuals, trusts, and businesses. The firm emphasizes global diversification and uses a combination of quantitative analysis with fundamental and technical inputs, employing a range of strategies including margin, options, and short sales alongside longer-term holdings.
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