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Find The Best Financial Advisors in Clayton, Missouri

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Clayton is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Clayton & pick the one as per your needs

How To Find The Best Financial Advisors in Clayton, Missouri
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Clayton, Missouri, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 10 non-vetted financial advisors in Clayton, Missouri, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Clayton, Missouri have an average of 26 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Clayton, Missouri

David Naert

Oppenheimer & Company

314-746-2540

Address

1 N. Brentwood Blvd,
Suite 600,
Clayton, MO 63105 See Details

John C. Wahl

One Bridge Wealth Management

314-924-8009

Address

230 South Bemiston Avenue, Suite 910,
Saint Louis, MO 63105 See Details

Dan Hummert

Hummert Financial

636-681-3100

Address

13358 Manchester Road,
Suite 200,
Des Peres, MO 63131 See Details

Joe Roddy

West End Advisory Group

314-880-7560

Address

4931 Lindell Blvd Ste 150,
Saint Louis, MO 63108 See Details

William L. Meyer

Cutter & Company, Inc.

636-537-8770

Address

15415 Clayton Road,
Ballwin, MO 63011 See Details

Top Financial Advisor Firms in Clayton, Missouri (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
ARGENT CAPITAL MANAGEMENT LLC 100 South Brentwood Blvd., Suite 110 Clayton, MO, 63105	107930	$3,428,588,706	1067	A percentage of AUM, Performance Based
MATTER FAMILY OFFICE 7711 Bonhomme Avenue, Suite 400 Clayton, MO, 63105	106806	$3,389,721,779	234	A percentage of AUM, Fixed fees
SMITH MOORE & CO. 7777 Bonhomme Avenue, Suite 2400 Clayton, MO, 63105	3441	$1,705,976,563	4988	A percentage of AUM, Hourly charges, Fixed fees
CORRECT CAPITAL WEALTH MANAGEMENT, LLC 130 S Bemiston Avenue, Suite 602 Clayton, MO, 63105	298774	$806,536,678	1642	A percentage of AUM, Fixed fees
ASSET CONSULTING GROUP, LLC 231 South Bemiston Avenue, 14th Floor Clayton, MO, 63105	107574	$782,230,513	21	A percentage of AUM, Fixed fees, Performance Based
FOUNDATION WEALTH MANAGEMENT, LLC 168 N. Meramec Ave, Suite 100 Clayton, MO, 63105	127134	$525,135,470	1635	A percentage of AUM, Fixed fees
AGELLUS CAPITAL, LLC 7701 Forsyth Boulevard, Suite 350 Clayton, MO, 63105	330152	$410,000,000	2	A percentage of AUM, Performance Based, Other (MONITORING AND DEAL FEES)
VISTA FINANCE, LLC 7777 Bonhomme Ave, Suite 1800 Clayton, MO, 63105	312082	$209,685,096	365	A percentage of AUM, Fixed fees
IOR 8301 Maryland Ave, Suite 300 Clayton, MO, 63105	311647	$112,930,667	1	A percentage of AUM, Fixed fees, Performance Based
CLARITY FINANCIAL PLANNERS 168 N. Meramec Avenue, Suite 150 Clayton, MO, 63105	277114	$111,162,108	185	A percentage of AUM

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Find The Best Financial Advisors in Clayton, Missouri

How To Find The Best Financial Advisors in Clayton, MissouriLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Clayton, Missouri

David Naert

Oppenheimer & Company

Address

John C. Wahl

One Bridge Wealth Management

Address

Dan Hummert

Hummert Financial

Address

Joe Roddy

West End Advisory Group

Address

William L. Meyer

Cutter & Company, Inc.

Address

Top Financial Advisor Firms in Clayton, Missouri (Ranked by AUM)

Select other cities around Clayton, Missouri to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Clayton, Missouri
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy