ProPartners Wealth logo

ProPartners Wealth

Updated today

Client AUM

$62,197,526

Clients

146

Advisors

7

of 7 employees

About

ProPartners Wealth provides financial planning and discretionary investment management to individuals, families, entrepreneurs and small business owners, and it also contracts with employee benefit plans and plan participants. Services described in the brochure include standalone ongoing financial planning, portfolio management for individual accounts, pension consulting as a 3(21) advisor and ERISA 3(38) fiduciary services for retirement plans.

The firm emphasizes fundamental analysis and works with clients to define goals, risk tolerance and target asset mixes, then selects Envestnet sub-managers to implement portfolios while retaining responsibility for manager selection and ongoing due diligence. Client accounts may be invested in individual stocks and bonds, mutual funds, ETFs and separately managed accounts; the firm does not offer IPOs or non-traded REITs and generally operates with discretionary trading authority.

Noteworthy distinctions include that some advisors are licensed insurance producers who may receive commissions on insurance product sales, an affiliation the brochure discloses and that can create additional conflicts of interest compared with many peers. The firm also integrates retirement-plan services (including PCRA options via Charles Schwab) and operates a related entity, ProPartners Team LLC, offering bookkeeping and strategic consulting to business-owner clients—relationships the firm discloses and manages through separate agreements.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Charitable giving & philanthropy

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: 1.0% annually (Investment Management Fee) $0+: 0.50% annually (3(21) Pension Consulting Services on plan assets) $0+: 0.50% annually for core plan assets (3(38) Fiduciary Services) $0+: 1% annually on PCRA accounts (3(38) Fiduciary Services)

Other

Fee-only: Financial Planning Fee: Fixed annual fee ranging from $3,840 to $10,000, payable monthly in advance

Main office

501 Fay St, Suite 106

Columbia MO 65201

Advisors at this office

7

Most active in

Missouri

Also doing business as

Propartners Wealth · Propartners Wealth LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brenden V

Series 65

Columbia, MO

ProPartners Wealth

Brenden Volcko is a financial advisor at ProPartners Wealth with a Series 65 designation and three years of industry experience. He has been with ProPartners Wealth since 2019 and is also affiliated with ProPartners Team, LLC. Outside of finance, his work history includes positions in the hospitality sector. ProPartners Wealth provides financial planning and discretionary investment management to individuals, families, entrepreneurs, and small business owners. The firm emphasizes fundamental analysis and employs Envestnet sub-managers to implement client portfolios while maintaining responsibility for manager selection and due diligence.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

Peyton S

Series 65

Columbia, MO

ProPartners Wealth

Peyton Story is a financial advisor at ProPartners Wealth with a Series 65 designation and two years of industry experience. Prior to joining ProPartners, Peyton worked briefly at Crowe in 2022. Peyton is part of the ProPartners Team, LLC, which offers bookkeeping and strategic consulting services to business-owner clients. ProPartners Wealth provides financial planning and discretionary investment management to individuals, families, entrepreneurs, and small business owners, as well as employee benefit plans. The firm uses fundamental analysis to define client goals and risk tolerance and employs Envestnet sub-managers for portfolio implementation.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

Cade S

Series 65

Columbia, MO

ProPartners Wealth

Cade Snyder is a financial advisor at ProPartners Wealth with five years of industry experience and holds a Series 65 designation. He has been with ProPartners Wealth since 2020 and is also involved with ProPartners Team, LLC and Caddies Indoor Golf. ProPartners Wealth provides financial planning and discretionary investment management to individuals, families, entrepreneurs, small business owners, and employee benefit plans. The firm focuses on fundamental analysis and uses Envestnet sub-managers to implement portfolios across various asset types, maintaining discretionary trading authority.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

Finley W

Series 65

Columbia, MO

ProPartners Wealth

Finley Weiss is a financial advisor at ProPartners Wealth in Columbia, MO, holding a Series 65 credential with one year of industry experience. Prior to joining ProPartners Wealth, Weiss worked at Enertrag SE and has held positions at the University of Missouri and Otto Hahn Gymnasium. ProPartners Wealth provides financial planning and discretionary investment management to individuals, families, entrepreneurs, and small business owners, as well as retirement plan services. The firm focuses on fundamental analysis and works with clients to define goals and risk tolerance while managing portfolios through selected sub-managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

Kale F

Series 65

Columbia, MO

ProPartners Wealth

Kale Flaspohler is a financial advisor at ProPartners Wealth with five years of industry experience. He holds a Series 65 designation and has worked with ProPartners Wealth and its affiliated ProPartners Team since 2019. ProPartners Wealth provides financial planning and discretionary investment management services to individuals, families, entrepreneurs, small business owners, and employee benefit plans. The firm emphasizes fundamental analysis and uses Envestnet sub-managers to implement portfolios tailored to clients’ goals and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

Sydney P

Series 65

Columbia, MO

ProPartners Wealth

Sydney Peak is a financial advisor at ProPartners Wealth with a Series 65 credential and four years of industry experience. Prior to joining ProPartners Wealth, Peak held roles at FCS Financial and worked with the USDA Farm Service Agency. Outside of finance, Peak co-managed Sugar and Spice Bakery for two years. ProPartners Wealth provides financial planning and discretionary investment management services to individuals, families, entrepreneurs, small business owners, and employee benefit plans. The firm uses fundamental analysis and collaborates with clients to develop tailored portfolios implemented through Envestnet sub-managers, offering a range of investment options including individual stocks, bonds, mutual funds, ETFs, and separately managed accounts.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Charitable giving & philanthropy Founder/Business Owner
user avatar

Wesley H

Series 63, Series 65

Columbia, MO

ProPartners Wealth

Wesley Hentges is a financial advisor with ProPartners Wealth holding Series 63 and Series 65 licenses and has 26 years of industry experience. His prior roles include work with Generation Strategies, LLC, New York Life, and Eagle Strategies. He is a board member of AgriLegacy, an organization focused on educating the agricultural community about succession and estate planning. ProPartners Wealth provides financial planning and discretionary investment management to individuals, families, entrepreneurs, small business owners, and employee benefit plans. The firm uses fundamental analysis to develop client portfolios through Envestnet sub-managers while maintaining responsibility for manager selection and due diligence.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Charitable giving & philanthropy Founder/Business Owner
View complete list of advisors at this firm
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