A complete list of active advisors currently associated with Smart Steps Wealth Management LLC
Warmer can help you find a great advisor at Smart Steps Wealth Management LLC or one who fits your needs even better.
The firm provides investment advisory and planning services to individuals (including high‑net‑worth), trusts, estates, corporations and employer retirement plans, offering asset management, comprehensive portfolio management, standalone financial planning, and ongoing retirement plan consulting to plan sponsors. It serves both retail clients and institutional-type accounts such as pension and profit‑sharing plans, and constructs portfolios using individual stocks, bonds, mutual funds, ETFs and other public and private securities. The firm manages most client accounts on a discretionary basis and combines multiple analytical methods—fundamental, quantitative, technical, sector analysis and duration-focused fixed-income techniques—to build and periodically rebalance portfolios tailored to client objectives. Portfolios may employ derivatives such as options (and, where appropriate, margin or short-sale techniques), and accounts are subject to regular reviews by the firm’s compliance and advisory processes. Compared with many small independent advisers, the firm highlights retirement‑plan consulting and willingness to accept ERISA‑related plan roles, and it explicitly lists pension plans and other institutional clients among its client types. The brochure discloses a prior state disciplinary action involving the firm’s owner for providing advice without state registration (a fine was paid and registration subsequently obtained), and describes the firm’s use of third‑party referral programs and custodial relationships with major custodians for execution and custody.
To learn more about the advisors currently working at Smart Steps Wealth Management 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.
Name |
Location |
Years of experience |
|---|---|---|
St. Louis, MO
| 32
|
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”)