Top Financial Advisors in Clayton, MO

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Matter Family Office works with both non-high-net-worth and high-net-worth individuals, as well as pooled investment vehicles and charitable organizations.

This fee-only firm has its headquarters in Clayton. The advisory team holds multiple certifications, including designations as certified financial planners (CFPs), JDs, certified public accountants (CPAs) and chartered financial analysts (CFAs).

There is no account minimum at the firm, but the firm aims for every account to have an minimum annual fee of at least $75,000.

Matter Family Office Background

Matter Family Office was founded in 1990. And, according to its brochure, the firm is wholly owned by the current management team and employees of the firm.

Matter Family seeks to help families manage their wealth from generation to generation. It does this by providing investment and wealth management services, including creating and managing pooled private funds. It also helps families develop financial skills, share values and communicate. It is unique in that it meets with clients at least quarterly.

Matter Family Office Investing Strategy

The firm’s primary strategy is to use diversification to reduce volatility while maintaining strong returns. It has its own investment committee but also relies on Asset Consulting Group for research and modeling. Except for the private funds it manages, all assets under its management are on a non-discretionary basis, which means the firm does not have pre-approval for making trades.

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Correct Capital Wealth Management has grown quite a bit for a firm that was only founded a few years ago. Its founder, Brian Pultman, worked at Wells Fargo Advisors for 25 years, during which time Barron’s named him one of America's Top 1200 Financial Advisors six times.

The advisory team holds multiple certifications, including designations as certified financial planner (CFP), accredited investment fiduciary (AIF) and certified public accountant (CPA).

This fee-based firm has a $500,000 account minimum, but its client base is a split between individuals with and without a high net worth. In addition to individuals, the practice serves pension and profit-sharing plans, trusts and estates.

Correct Capital Wealth Management Background

As noted above, Brian Pultman founded the firm in 2018 after a long career at a major financial services company. He named his firm after his grandfather’s cap manufacturing company, Correct Cap Company. He is the principal owner of the firm to this day.

The practice is mainly in the business of providing wealth management services, which includes both customized investment management and financial planning services. It may also recommend subadvisors to manage investment accounts. 

Correct Capital Wealth Management Investing Strategy

Depending on your profile and goals, Correct Capital primarily puts client assets among various individual equities, debt securities, fixed-income, mutual funds and exchange-traded funds (ETFs). It uses fundamental and technical analyses when choosing investments.

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Foundation Wealth Management is a fee-only firm with a minimum fee of $10,000 each year. Clients with account balance under $1 million will pay advisory fees at an effective rate above 1.25%. And those with higher account balances will get charged lower annual rates.

The firm works primarily with both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans and government entities.

The advisory team holds multiple certifications as certified financial planners (CFPs).

Foundation Wealth Management Background

FWM was founded in 2003 and is majority-owned by Pamela Hardin, who also serves as president.

Services include investment management, retirement plan services, investment committees, participant-directed retirement plans and financial planning.

Foundation Wealth Management Investment Strategy

More than half of the money managed at FWM is invested in mutusl funds. Bonds, stocks and cash holdings are also part of the overall portfolio.

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Vista Finance, LLC is a fee-based firm in Clayton that works with both non-high-net-worth and high-net-worth individuals, as well as charities and corporations.

As a fee-based firm, some of the members on its advisory staff could get commissions from the sell of financial products. But they must adhere to Vista Finance's fiduciary standard, which puts the interests of clients first. 

Vista Finance targets a minimum account balance of $500,000 for wrap comprehensive portfolio management. But this minimum requirement is negotiable.

The firm also charges a minimum account fee of $5,000 for portfolio management services and a percentage of assets under management that could be higher than 0.75%. However, Vista Finance says it could be reduced based on the firm’s discretion.

Vista Finance, LLC Background

Vista Finance was formed in 2020 as a limited liability company and has been in business as an investment adviser since 2021.

According to its brochure, the firm is owned by Christopher Williams, Brian Landzaat and Lincoln Sorensen, Jr. Vista

Finance, LLC Investment Strategy

As with other firms, Vista Finance says that it develops client investment strategies based on specific goals, risk tolerance and time horizon, among other financial factors.