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Top Financial Advisors in Chesterfield, MO

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Finding a Top Financial Advisor Firm in Chesterfield, Missouri

Choosing a financial advisor just got a lot easier. To help you make this important decision, we collected a number of factors you should consider - fundamentals such as assets under management (AUM), fees and investment strategy. Then we put all the info together, here, for convenient comparing and contrasting. Start your search with this list of the top financial advisor firms in Chesterfield, Missouri. You can also use SmartAsset’s free financial advisor matching tool to connect with advisors in your area.

Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Brand Asset Management Group, Inc. Brand Asset Management Group, Inc. logo Find an Advisor

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$707,599,236 Varies based on account type
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Publication of periodicals
  • Educational seminars

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Publication of periodicals
  • Educational seminars
2 Clark Financial Services Group, Inc. Clark Financial Services Group, Inc. logo Find an Advisor

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$291,295,929 Varies based on account type
  • Financial planning
  • Portfolio management
  • Selection of other advisers
  • Publication of periodicals
  • Market timing services

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisers
  • Publication of periodicals
  • Market timing services
3 MBM Wealth Consultants, LLC MBM Wealth Consultants, LLC logo Find an Advisor

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$214,564,457 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisers

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisers

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4 Bridgewater Asset Management, LLC Bridgewater Asset Management, LLC logo Find an Advisor

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$227,958,000 Varies based on account type
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisers

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisers
5 Mason Road Wealth Advisors, LLC Mason Road Wealth Advisors, LLC logo Find an Advisor

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$110,294,540 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisers

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisers

How We Found the Top Financial Advisor Firms in Chesterfield, Missouri

To find the top financial advisors in Chesterfield, Missouri, we first identified all firms registered with the SEC in the state. Next, we filtered out firms that don't offer financial planning services; those that don't serve primarily individual clients; and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

Brand Asset Management Group

Brand Asset Management Group, Inc.

At the top of our list is Brand Asset Management Group. Its team includes several accredited investment fiduciaries (AIFs) and certified financial planners (CFPs), among other certifications.

The vast majority of Brand Asset’s clients are not high net worth. The fee-only firm also serves trusts, estates, pension and profit-sharing plans, charitable organizations and corporations. Most accounts are on a discretionary basis, which means clients authorize the firm to make trades without their each consent.

The minimum investment for small portfolios, which are managed online, is $250,000. Otherwise, the minimum requirement is usually $2 million. 

Brand Asset Management Group Background

Todd Brand founded the firm in 1992. Through a couple of trusts, he is the majority owner and serves as president and CEO. Brand has more than 25 years of experience in the financial services industry.

The firm offers portfolio management, financial planning, retirement plan consulting and educational programs to organizations and associations. It also sells insurance products. 

Brand Asset Management Group Investment Strategy

Brand Asset says that it seeks to provide clients with “the multi-asset, multi-style, multi-manager diversification techniques used by the large institutional pools of assets.” Its investment strategies include mostly long-term purchases and rarely short-term trading. It notes that it may “at times incorporate margin transactions for client’s accounts,” which will result in interest charges and other fees.

Clark Financial Services Group

Clark Financial Services Group, Inc.

Though it's still legally known as Clark Financial Services Group, Inc., the firm has begun branding itself as Gardius Wealth Advisors. Non-high-net-worth individuals outnumber high-net-worth clients at this firm. The firm also serves trusts, estates, charitable organizations and corporations.

The minimum investment here is $500,000 with an additional $150,000 for individual stock portfolios. However, these requirements may be waived under certain circumstances. Most accounts are managed on a discretionary basis.

Certain on-staff advisors at this fee-based firm can earn commissions from insurance sales. Despite the potential conflict of interest this creates, the firm is bound by fiduciary duty to act in clients' best interests no matter what.

Clark Financial Services Group Background

R.B. Clark III founded the firm in 1992. After his retirement, long-time employees Chris Schulenburg and Kevin Clark bought the practice and serve as chairman and president, respectively.

Clark Financial offers comprehensive wealth management that includes both financial planning and asset management. It also provides tailored financial consulting and sells insurance.

Clark Financial Services Group Investment Strategy

The firm turns to several third-party advisers to provide model portfolios, which typically hold mutual funds and exchange-traded funds (ETFs) in a broad range of asset classes, including stocks, bonds, real estate, foreign securities and more. It notes that its “overall investment philosophy for individuals and families is a long-term financial plan that seeks to balance safety, income, growth, risk and taxes.”

MBM Wealth Consultants

MBM Wealth Consultants, LLC

Matt Westhoff, Bill Weckback and Matt Lapides founded MBM Wealth Consultants in 2009, lending their first name initials to the firm's title. They, along with Dan Plosser, who had his own firm for 37 years, make up the bulk of the advisory team.

The firm mostly serves individuals who are not high net worth. It also offers its services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. There is no minimum investment requirement, and most accounts are on a discretionary basis.

MBM Wealth Consultants Background

MBM Wealth Consultants is owned entirely by MBM Wealth Group, LLC. The business is fee-based, as insurance and brokerage services offered by advisors may be commission-based. The firm's fiduciary duty legally binds it to act in clients' best interests, though. MBM also provides financial planning and consulting services.

MBM Wealth Consultants Investment Strategy

The firm primarily constructs client portfolios with individual debt and equity securities, options and exchange-traded funds (ETFs). In a more limited way, it may also invest in mutual funds and various independent investment managers as well privately placed securities, which may include debt, equity and/or interests in pooled investment vehicles, like hedge funds.

Bridgewater Asset Management

Bridgewater Asset Management, LLC

Bridgewater Asset Management is another firm on this list that charges fees for its portfolio management services, but employs broker-dealer representatives and insurance agents who receive commissions. This makes the firm fee-based, though its fiduciary duty requires it to act in clients' best interests at all times.

The firm serves high-net-worth and non-high-net-worth individuals, trusts, estates, charitable organizations and pension and profit-sharing plans. The minimum investment varies depending on the program you select, and ranges from $15,000 to $250,000. The majority of accounts are managed on a discretionary basis.

Bridgewater Asset Management Background

Equal partners Thomas Ross and Robert Balice opened Bridgewater Asset Management in 2014 after each had worked in financial services for 15 and 21 years, respectively.

The firm offers investment management, financial planning and pension consulting. Investor clients also have the option of participating in professionally managed asset allocation programs sponsored by LPL Financial, a registered financial advisor and broker-dealer. Additionally, clients may opt for Bridgewater’s wrap fee program, which it sponsors and manages.

Bridgewater Asset Management Investment Strategy

In creating client portfolios, Bridgewater uses charting, fundamental, technical and cyclical analyses. Its recommendations include individual stocks or bonds, exchange-traded funds (ETFs), options, mutual funds and other public securities or investments.

Mason Road Wealth Advisors

Mason Road Wealth Advisors, LLC

Mason Road Wealth Advisors, LLC has been in business since 2005. In 2014, it was No. 55 on CNBC’s “Top 100 Fee-Only Wealth Managers” list. The advisory team boasts certifications like certified public accountant (CPA), personal financial specialist (PFS), certified financial planner (CFP) and qualified plan financial consultant (QPFC).

This boutique firm largely serves non-high-net-worth individuals. It also has high-net-worth individuals and pension plans as clients, though. Most accounts are managed on a discretionary basis, and there is no minimum investment requirement. 

Mason Road Wealth Advisors Background

Mason Road is owned by six of its advisors: Joel Weltman, James Thomas, William Perry, Lori Plescia, Robert Schmidt and Bradley Gilmore. It offers investment management, financial planning and employee benefit retirement planning. Its consulting services can cover:

  • Income and estate tax planning
  • Business sale structures
  • College financial planning
  • Retirement planning
  • Insurance analysis
  • Personal cash flow analysis
  • Establishment and design of retirement plans and trust designs

Mason Road Wealth Advisors Investment Strategy

In constructing client portfolios, the firm typically uses no-load mutual funds and possibly model portfolios. It primarily utilizes mutual funds offered by Dimensional Fund Advisors that are passively managed and have low holding turnover. Client portfolios may also include some individual equity securities.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research