Question 1

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

Accepted Answer

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.

Question 2

How can I pick a good financial advisor?

Accepted Answer

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.

Question 3

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

Accepted Answer

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.

Question 4

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

Accepted Answer

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.

Question 5

What type of financial advisor do I need?

Accepted Answer

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.

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
FORVIS MAZARS WEALTH ADVISORS, LLC 910 East St Louis St, Springfield, MO, 65806	110905	$8,922,002,847	12871	A percentage of AUM, Hourly charges, Fixed fees
PENSION CONSULTANTS INC 300 South Campbell Ave., Springfield, MO, 65806	113914	$4,921,817,688	146	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
SIGNALPOINT ASSET MANAGEMENT LLC 1201 E. Walnut Street, Springfield, MO, 65802	147578	$522,255,956	1512	A percentage of AUM, Hourly charges, Fixed fees
PINNACLE FAMILY ADVISORS, LLC 620 W. Republic Road, Suite 104 Springfield, MO, 65807	145628	$272,074,066	1730	A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Other (SHARES IN FEES PAID TO THIRD PARTY ADVISERS; % OF PLAN ASSETS)
WEALTHCARE ASSET MANAGEMENT, LLC 2847 S. Ingram Mill Road, Suite B102 Springfield, MO, 65804	170382	$161,175,824	832	A percentage of AUM
RLB FINANCIAL 3242 East Ridgeview St., Springfield, MO, 65804	151778	$149,113,737	381	A percentage of AUM, Fixed fees, Other (THIRD PARTY ADVISOR FEES)
FLOYD FINANCIAL GROUP LLC 1304 W Battlefield Rd, Springfield, MO, 65807	226773	$118,290,651	1000	A percentage of AUM

Find The Best Financial Advisors in Springfield, Missouri

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

List of Qualified Financial Advisors in Springfield, Missouri

George Timson

SignalPoint Asset Management

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

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