Ways to browse Flat-fee advisors serving Missouri

Pick a specialty to browse more Flat-fee advisors serving Missouri.

Browse by specialty

Find advisors serving Missouri who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	4,440
Retired	2,911
Wealth management	2,431
Retirement plans for business owners (SEP, solo 401k)	2,359
Tax-loss harvesting	2,241
Executive	2,182
College savings (529s, UTMA, etc.)	1,009
Retirement income strategy	916
Business exit / sale strategy	913
Charitable giving & philanthropy	790
Private / alternative investments	772
Active portfolio management	737
General retirement planning	691
Options & derivatives strategies	681
Annuities	584
ESG / Sustainable investing	493
Approaching retirement	470
Self-Employed	432
HENRY (High Earners, Not Rich Yet)	421
Cash flow / budgeting	288
Passive / index investing	256
Concentrated stock management	255
Income planning	187
Business succession planning	181
Established Professionals	157
General tax planning	145
Real estate investing	142
General estate planning guidance	119
Long-term care insurance	104
Business ownership considerations	99
Social Security optimization	82
Debt management	80
Retirement withdrawal strategies	70
Tax strategies for small businesses	69
Mid-Career Professionals	68
Financial Professional	55
Values-based investing	48
Equity compensation tax strategy	47
Doctor or Medical Professional	40
Women Professionals	33
Educators, Teachers, and Academics	30
Life insurance needs analysis	28
Multi-generational wealth transfer	24
Divorce financial planning	23
Factor investing / smart beta	22
Business sale tax planning	21
Family Business	21
Attorney	15
Military & Veterans	15
Retired	15
Medicare planning	8
Roth conversion strategy	8
Charitable giving tax strategies	6
Christian Faith Based	6
Equity Recipients (RS/RSU, SOP, ESPP)	6
Young Professionals	4
Religious/faith focused	3

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