Top financial advisors in Sedalia, MO
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering your financial future in Sedalia, MO, especially if you're planning for early retirement or aiming for financial independence. A common mistake is overlooking how local cost of living impacts your retirement timeline and savings needs.
- Local cost of living insight. Confirm how the advisor factors Sedalia's relatively low expenses into your retirement or FIRE (financial independence, retire early) plan.
- Retirement income sequencing. Ask how they plan withdrawals to balance tax efficiency and cash flow over time.
- Investment risk alignment. Ensure they tailor your portfolio to your retirement horizon and comfort with market ups and downs.
- Tax planning integration. Check if they consider Missouri state taxes alongside federal rules to optimize your after-tax income.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brett H
Series 66
Sedalia, MO
LPL Financial
Brett Hudson in Sedalia, MO, brings 11 years of experience and a Series 66 designation, working with LPL Financial, a large firm offering diverse advisory programs and retirement plan consulting. His flat-fee and hourly fee options provide flexible financial planning services, distinguishing him from advisors who may have different fee structures or smaller firm resources.
Experience: 11 years
Avg account: $399,489
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Thomas V
Series 66
Sedalia, MO
Edward Jones
Thomas Van Leer specializes in retirement income strategy and general retirement planning, making him well-suited for clients in Sedalia, MO, focused on early retirement or financial independence. With seven years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he offers a program fee up to 1.35% annually and serves diverse clients including retired individuals and business owners.
Experience: 7 years
Avg account: $246,728
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Steven N
Series 63, Series 65
Sedalia, MO
Thrivent Investment Management
Steven Nichols brings 35 years of experience in Sedalia, MO, offering expertise in business ownership considerations through Thrivent Investment Management's holistic, goal-based planning. His approach integrates retirement, income tax, and estate planning, supported by managed-account services and consolidated billing, distinguishing him from others by combining large-firm resources with seasoned personalized guidance.
Experience: 35 years
Avg account: $162,801
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Kevin S
CFP®, Series 63, Series 65
Sedalia, MO
Schnell Financial Group, LLC
Kevin Schnell offers tailored retirement planning in Sedalia, MO, leveraging 20 years of experience and CFP® certification to integrate investment management with tax and legal planning. His firm’s unique combination of discretionary portfolio management and in-house estate and advanced tax services distinguishes him from other advisors, while his flat $5,000 annual fee and hourly rates provide flexible cost options for individuals, families, and business owners.
Experience: 20 years
Avg account: $695,896
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Corey S
CFP®, Series 66
Sedalia, MO
Stackhouse Enterprises
Corey Stackhouse offers tailored retirement planning in Sedalia, MO, integrating local cost of living and Missouri tax considerations to optimize your financial independence strategy. With 11 years of experience, CFP® certification, and a flat-fee structure, he combines personalized investment management with tax and estate planning, distinguishing him through comprehensive services and a focus on small business owners and high-net-worth clients.
Experience: 11 years
Avg account: $141,387
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