ProPartners Wealth logo

ProPartners Wealth

Updated today

Client assets under management

$62,197,526

Clients

146

14% high-net-worth

Advisors

7

of 7 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

21

Very Low

Average account size

$426,010

About

ProPartners Wealth serves individuals, families and small business owners, including entrepreneurs and key executives, by providing investment management and ongoing personal financial planning. The firm also offers pension consulting to employee benefit plans under 3(21) agreements and can serve as an ERISA 3(38) fiduciary to manage plan assets when engaged.

Portfolios are constructed using fundamental analysis and a target asset allocation determined by the firm, with day‑to‑day management delegated to Envestnet sub‑managers selected to match client objectives. ProPartners operates with discretionary authority to implement and reallocate investments, performs due diligence on sub‑managers, documents selections in a Statement of Investment Selection, and monitors accounts on a regular basis while custody and execution are provided through Charles Schwab.

Notable distinctions include that several advisors are licensed insurance producers who may recommend commissionable insurance products, a practice the firm discloses as a potential conflict of interest. ProPartners also has a related entity, ProPartners Team, LLC, which provides bookkeeping and strategic business consulting to owners—an additional service line that can intersect with its individual planning and plan‑sponsor work.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General tax planning

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial Planning fixed fee from $3,840 to $10,000 annually

Percentage

$0+: 1.0% annually (Investment management fee) $0+: 0.25% - 0.75% annually (Sub-manager fee) $0+: 0.50% annually (3(21) Pension Consulting core plan assets) $0+: 0.50% annually (3(38) Fiduciary core plan assets) $0+: 1.0% annually (3(38) Fiduciary PCRA accounts)

Other

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

Main office location

ProPartners Wealth

501 Fay St, Suite 106

Columbia MO 65201, United States

Number of offices

1

Most active in

Missouri

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 with ProPartners Wealth holding a Series 65 designation and three years of industry experience. He has been with ProPartners Wealth since 2020 and is also part of ProPartners Team, LLC. ProPartners Wealth serves individuals, families, and small business owners by providing investment management and personal financial planning, with a focus on fundamental analysis and delegated day-to-day management through Envestnet sub-managers. The firm also offers pension consulting and can act as an ERISA 3(38) fiduciary for plan asset management.

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

Peyton S

Series 65

Columbia, MO

ProPartners Wealth

Peyton Story is a financial advisor with ProPartners Wealth and holds a Series 65 designation. With two years of industry experience, Peyton has also been affiliated with ProPartners Team, LLC since 2024. Prior to joining ProPartners Wealth, Peyton worked briefly at Crowe in 2022. ProPartners Wealth serves individuals, families, and small business owners by providing investment management and personal financial planning, as well as pension consulting under 3(21) and 3(38) fiduciary agreements. The firm employs fundamental analysis and uses Envestnet sub-managers to manage portfolios, maintaining discretionary authority for investment decisions and ongoing account monitoring.

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

Cade S

Series 65

Columbia, MO

ProPartners Wealth

Cade Snyder is a Series 65-licensed financial advisor with ProPartners Wealth in Columbia, MO, bringing five years of industry experience. He is part of the ProPartners Team, LLC since 2024, and is also involved with Caddies Indoor Golf. ProPartners Wealth serves individuals, families, and small business owners by providing investment management and personal financial planning, including pension consulting under 3(21) and 3(38) fiduciary agreements. The firm employs a fundamental analysis approach combined with Envestnet sub-managers for portfolio management and operates with discretionary authority to implement investment decisions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General tax planning 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 been with ProPartners Wealth and its related entity, ProPartners Team, LLC, since 2019. Prior to his advisory role, he worked in various positions including at the University of Missouri and Golden Eagle Distributing. ProPartners Wealth serves individuals, families, and small business owners by providing investment management and personal financial planning. The firm uses fundamental analysis and delegated day-to-day portfolio management through Envestnet sub-managers, offering discretionary authority and ongoing oversight.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General tax planning 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 designation and three years of industry experience. Prior to joining ProPartners, he worked at FCS Financial and held roles at the University of Missouri and the USDA Farm Service Agency. He has also been involved in the food service industry, including positions at Sugar and Spice Bakery and Oliver's Restaurant. ProPartners Wealth serves individuals, families, and small business owners by providing investment management and ongoing personal financial planning. The firm uses fundamental analysis and delegated day-to-day management through Envestnet sub-managers to construct portfolios aligned with client objectives.

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

Wesley H

Series 63, Series 65

Columbia, MO

ProPartners Wealth

Wesley Hentges is a financial advisor with ProPartners Wealth and ProPartners Team, holding Series 63 and 65 licenses and bringing 25 years of industry experience. His career includes roles at Generation Strategies, LLC, Eagle Strategies (New York Life), and his own firm, Hentges Financial Group, LLC. Outside of advisory work, he serves on the board of AgriLegacy, LLC, an organization focused on educating the agricultural community about succession and estate planning, and is involved in a video documentation project called My Shared Legacy. ProPartners Wealth serves individuals, families, and small business owners by providing investment management and personal financial planning, as well as pension consulting and ERISA fiduciary services. The firm employs fundamental analysis and asset allocation strategies, delegating day-to-day management to selected sub-managers while maintaining discretionary authority and ongoing account oversight.

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

Steven H

Series 63, Series 65

Columbia, MO

ProPartners Wealth

Steven Hermann is the principal of Steven Hermann Advisory in Columbia, MO, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior roles include positions at DVM Partners, LLC, APX, Inc., and New York Life Insurance Company. Outside of advisory work, he is involved in developing veterinary software and owns PPW-SH, LLC, a company used for processing business expenses. Steven Hermann Advisory provides asset management and financial planning services primarily to pooled vehicles and institutional clients, while also serving individuals, trusts, estates, charities, and small businesses. The firm utilizes a combination of fundamental and technical analysis with modern portfolio theory and employs a range of strategies through the Envestnet platform, focusing on tailored asset allocations and tax-aware portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General tax planning Founder/Business Owner
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