Browse all Flat-fee advisors in Missouri

Every advisor below is licensed to work with clients in Missouri. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	4,438
Retired	2,910
Wealth management	2,429
Retirement plans for business owners (SEP, solo 401k)	2,353
Tax-loss harvesting	2,235
Executive	2,167
College savings (529s, UTMA, etc.)	1,006
Retirement income strategy	920
Business exit / sale strategy	908
Charitable giving & philanthropy	790
Private / alternative investments	762
Active portfolio management	736
General retirement planning	699
Options & derivatives strategies	678
Annuities	583
ESG / Sustainable investing	492
Approaching retirement	469
Self-Employed	432
HENRY (High Earners, Not Rich Yet)	413
Cash flow / budgeting	290
Concentrated stock management	257
Passive / index investing	254
Income planning	186
Business succession planning	181
Established Professionals	155
General tax planning	152
Real estate investing	141
General estate planning guidance	120
Business ownership considerations	103
Long-term care insurance	103
Social Security optimization	84
Debt management	80
Retirement withdrawal strategies	69
Mid-Career Professionals	67
Tax strategies for small businesses	62
Financial Professional	55
Values-based investing	48
Doctor or Medical Professional	40
Women Professionals	33
Educators, Teachers, and Academics	32
Life insurance needs analysis	27
Divorce financial planning	23
Multi-generational wealth transfer	22
Factor investing / smart beta	21
Family Business	21
Equity compensation tax strategy	19
Attorney	15
Military & Veterans	15
Retired	15
Business sale tax planning	10
Medicare planning	8
Technology Professional	7
Charitable giving tax strategies	6
Christian Faith Based	6
Equity Recipients (RS/RSU, SOP, ESPP)	6
Roth conversion strategy	5
Young Professionals	4
Religious/faith focused	3

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