Find The Best Financial Advisors in Columbia, 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 Columbia is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Columbia & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Columbia, Missouri, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and 9 non-vetted financial advisors in Columbia, Missouri, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Columbia, Missouri have an average of 0 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 Columbia, Missouri

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
WR WEALTH PLANNERS LLC 200 E. Southampton Drive, Suite 101 Columbia, MO, 65203	306951	$482,155,256	3070	A percentage of AUM, Hourly charges, Fixed fees
ALEXANDER LABRUNERIE & CO., INC. 601 Nifong Blvd., Suite 3b Columbia, MO, 65203-6804	117153	$426,660,009	2690	A percentage of AUM, Fixed fees
CONVERGENCE FINANCIAL 3919 S. Providence Road, Columbia, MO, 65203	304146	$422,444,754	2651	A percentage of AUM, Hourly charges, Fixed fees
PERMANENT EQUITY MANAGEMENT 315 N Tenth St., Columbia, MO, 65201	309530	$400,832,701	3	Performance Based, Other (FEES FROM PORTFOLIO COMPANIES)
JJP CAPITAL MANAGEMENT, INC. 112 South College Avenue, Columbia, MO, 65201	105374	$312,499,320	180	A percentage of AUM
SUNDVOLD FINANCIAL 1000 W. Nifong, Building 4, Suite 104 Columbia, MO, 65203	108176	$234,000,000	450	A percentage of AUM, Hourly charges, Fixed fees
EAGLE BLUFFS WEALTH MANAGEMENT LLC 2201 Old 63 South, Columbia, MO, 65201	306311	$230,894,800	487	A percentage of AUM
TRUMAN WEALTH ADVISORS 411 N. College Avenue, Suite 201 Columbia, MO, 65201	334752	$0	0	A percentage of AUM, Fixed fees
WILKERSON ADVISORY GROUP LLC 200 Southampton Dr, Suite 101 Columbia, MO, 65203	334668	$0	0	A percentage of AUM, Hourly charges, Fixed fees

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