ProPartners Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Occupation focus
Fee options
$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)
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)