A complete list of active advisors currently associated with Bockhorst Wealth Stratagies Llc

Warmer can help you find a great advisor at Bockhorst Wealth Stratagies Llc or one who fits your needs even better.

Bockhorst Wealth Strategies LLC is a Missouri-registered investment adviser that provides non‑discretionary investment advisory services and financial coaching to individual investors, including both non‑high‑net‑worth and high‑net‑worth clients. The firm’s stated services include investment consulting, portfolio reviews, retirement planning, investment education, asset allocation guidance, and recommendations regarding individual stocks, ETFs, and mutual funds. The firm describes an approach that combines fundamental and technical analysis with market research to develop long‑term investment recommendations, and it emphasizes client education and communication through scheduled one‑hour review meetings and written follow‑up summaries. Because services are non‑discretionary, clients retain custody and control of accounts and are responsible for implementing the adviser’s recommendations with their chosen custodians. Distinctive features in the brochure include an explicit offering of financial planning and financial coaching alongside investment advice and a client mix that includes both non‑HNW and HNW individuals—attributes that are less common among firms in this regulatory category. The firm also discloses the use of fixed monthly advisory fees in addition to asset‑based fees, does not receive third‑party compensation or act as a private fund adviser, and provides the first two meetings at no cost, reflecting an education‑focused, client‑implemented model.

To learn more about the advisors currently working at Bockhorst Wealth Stratagies Llc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.