Sundvold Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sundvold Financial provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm reports $232.9 million in regulatory assets under management and approximately $611.9 million in assets under advisement, and it also furnishes advice to participants in defined‑contribution retirement plans and can serve as an ERISA 3(38) investment fiduciary for plan sponsors.
The firm describes a process‑driven, client‑focused approach that begins with documented goals and investment policy statements and uses a core‑and‑satellite, strategic asset allocation framework combining active managers and passive index/ETF exposure. Assets are invested primarily with institutional managers and funds, and Sundvold Financial manages client portfolios on a non‑discretionary basis (the firm reports 100% of AUM as non‑discretionary).
Sundvold Financial discloses that it operates as an independent insurance agent and may offer insurance products for which it receives commissions, a potential conflict it documents in its brochure, and it does not sell proprietary investment products or accept soft dollars. Compared with many similarly sized advisory teams, the firm’s emphasis on plan participant services/ERISA 3(38) work, its predominance of non‑discretionary management, and its role as an insurance broker are notable, while its client mix does not emphasize high‑net‑worth individuals.
Client services
Expertise
Fee options
Financial planning fees starting at $2,500, pricing varies with complexity; Retainer Agreements minimum annual fee $2,500
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.40% $20,000,001+: 0.30%
Commission received from insurance products sold as an independent insurance agent.
Minimum hourly rate of $200 for limited scope hourly planning engagements
Account minimum: $166,667 Minimum fee: $2,500 minimum annual fee for Advisory Service Agreement and Investment Management Agreement Fee-only: Fee-only financial planning and investment advisory services (no commissions for advisory services) except commissions on insurance products sold as an independent agent.
Main office
See office1000 W. Nifong, Building 4, Suite 104
Columbia MO 65203
Advisors at this office
5
Offices (2)
Most active in
Missouri
Also doing business as
Sundvold Capital Management LLC · Sundvold Financial
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
Robert W
CFP®, Series 65
Columbia, MO
Sundvold Financial
Robert Weagley is a CFP® and holds a Series 65 license with 26 years of industry experience. He has been with Sundvold Capital Management since 1999 and serves as a professor at the University of Missouri. Sundvold Financial provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite framework that combines institutional, active, and passive managers to achieve global diversification.
Wilson S
Series 63, Series 65
Columbia, MO
Sundvold Financial
Wilson Sundvold is a financial advisor at Sundvold Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Century Investment Services, Inc. and Cerner Corporation. Sundvold Financial is a team of six advisors based in Columbia, MO. Sundvold Financial provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages $232.9 million in regulatory assets and advises on $611.9 million in assets, using a process-driven, client-focused approach that emphasizes documented goals and strategic asset allocation with a mix of active and passive investments.
Bryan E
Series 65
Columbia, MO
Sundvold Financial
Bryan England is a financial advisor at Sundvold Financial in Columbia, MO, holding a Series 65 designation with 26 years of industry experience. He has been with Sundvold Capital Management since 1999. Sundvold Financial offers personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach combining institutional, active, and passive managers within a core-and-satellite framework, with a focus on documented, process-driven client relationships.
Jon S
Series 63, Series 65
Columbia, MO
Sundvold Financial
Jon Sundvold is a financial advisor at Sundvold Financial in Columbia, MO, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sundvold Capital Management since 1997. Sundvold Financial is a team of six advisors providing personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a process-driven, client-focused approach using a strategic asset allocation framework with both active managers and passive index/ETF exposure, primarily managing portfolios on a non-discretionary basis.
Richard B
ChFC®, Series 63, Series 65
Columbia, MO
Sundvold Financial
Richard Bartolacci is a financial advisor with Sundvold Financial in Columbia, MO, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including over 20 years at Sundvold Financial and prior roles at Prudential and several securities firms. Outside of his advisory work, he is the sole member of a commercial real estate LLC that owns the suite housing his Prudential office. Sundvold Financial provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a documented, process-driven approach using a strategic asset allocation framework with both active and passive investments, primarily managing portfolios on a non-discretionary basis.
Gregory H
Series 63
Columbia, MO
Sundvold Financial
Gregory Holloway is a financial advisor at Sundvold Financial in Columbia, MO, with 26 years of industry experience. He holds a Series 63 designation and has worked at Sundvold Financial since 2005. His prior experience includes roles at MML Investors Services, Inc., Massachusetts Mutual Life Insurance Co, and Legacy Financial Group. Sundvold Financial offers personalized financial planning and investment management to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a process-driven, client-focused approach using a core-and-satellite, strategic asset allocation framework and primarily manages client portfolios on a non-discretionary basis.
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