James Hargrave
PILLAR FINANCIAL PLANNING
Raymore, MO
5.0(2)Min $0
CFP®CLU
Business OwnersSmall Business Planning+4
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Fiduciary advisors in Missouri.
Browse 3 verified fee-only fiduciary advisors in Missouri. Every one has earned the Orange Check badge.
CitiesSpringfield2Raymore1
Showing 1 to 3 of 3 advisors in Missouri
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About fiduciary advisors in Missouri
Missouri's financial planning market spans two major metros with distinct economic characters (Kansas City's corporate and agricultural economy on the western border and St. Louis's mix of healthcare, defense, and financial services on the eastern side), plus a network of mid-sized cities serving agricultural and manufacturing communities across the state. Every advisor verified by Fiduciary Check in Missouri has been confirmed against SEC IAPD and FINRA records with no material disclosure events.
Missouri's Securities Division within the Secretary of State's Office regulates investment advisers registered at the state level. Both Kansas City and St. Louis have active independent RIA markets, with the larger practices typically registered at the SEC level. Columbia, home to the University of Missouri, has a smaller but growing cohort of advisors serving academic and healthcare professionals.
Missouri's advisor market is large enough that commission-based brokers and insurance-licensed planners are common at every income level. The practical consumer step (searching the SEC IAPD before a first meeting) takes less than five minutes and confirms whether the advisor's fiduciary duty applies to your account.
Common questions
Fiduciary advisors in Missouri: frequently asked questions
- What is the difference between a fiduciary and a broker in Missouri?
- In Missouri, a Registered Investment Adviser or Investment Adviser Representative is a fiduciary: legally required to act in your best interest and disclose all conflicts. A FINRA-registered broker follows Regulation Best Interest, a lower standard. The Missouri Securities Division within the Office of the Secretary of State regulates state-registered investment advisers.
- How do I verify a financial advisor in Missouri?
- Search at adviserinfo.sec.gov (SEC IAPD) and brokercheck.finra.org (FINRA BrokerCheck). For state-registered advisers, also check the Missouri Secretary of State's Securities Division at sos.mo.gov/securities.
- Are there fiduciary advisors in St. Louis who specialize in healthcare professionals?
- Yes. St. Louis's large healthcare economy (anchored by Washington University Medical Center, Barnes-Jewish, and a network of health systems) has produced fee-only RIAs who specialize in physician planning, practice acquisition, and the financial transition from training to attending compensation. Use the Fiduciary Check directory filtered to Missouri.
- How do I find a fiduciary advisor who covers both sides of the Kansas City metro?
- The Kansas City metro includes advisors in both Missouri and Kansas. An advisor serving clients on both sides of the state line must hold registrations in both states. Check their Form ADV Part 1 on SEC IAPD to confirm which states they are registered in. The Fiduciary Check directory can be filtered by metro area regardless of state line.