Top financial advisors in Springfield, MO
We’ve curated a list of the best financial advisors in Springfield, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$251,013,300
Number of advisors
13 advisors
| $251,013,300 | 13 advisors | |
| 2 |
Assets under management
$99,332,550
Number of advisors
3 advisors
| $99,332,550 | 3 advisors | |
| 3 |
Assets under management
$63,404,521
Number of advisors
2 advisors
| $63,404,521 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Springfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Springfield. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Pinnacle Family Advisors, LLC
Pinnacle Family Advisors, LLC is a registered investment adviser based in Springfield, Missouri, providing personalized investment advisory services since 2007. The firm offers a range of services, including asset management, family office and wealth planning, investment company advisory services, sub-advisory services, and financial planning and consulting services. Pinnacle Family Advisors may use technical and fundamental analysis, long-term and short-term investment strategies, and may invest in model portfolios. The firm charges a negotiable fee based on a percentage of assets managed, with a maximum annual fee of 2.0%. Family office and wealth planning services have an annual fixed fee ranging from approximately $
$251,013,300 under management
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Fixed fees
SHARES IN FEES PAID TO THIRD PARTY ADVISERS; % OF PLAN ASSETS
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersPublication Of Periodicals Or NewslettersFinancial And Business ConsultingWealthcare Asset Management, LLC
Eric W. Burlison is an Investment Adviser Representative at WealthCare Asset Management, LLC, based in Springfield, MO. He holds a Master's in Business Administration from Missouri State University (2002) and a Bachelor of Arts in Philosophy (2000). Burlison has been with WealthCare since September 2019 and is also an insurance agent at American Tax Strategies, LLC. As a State Senator and Process Architect at Cerner Inc., he spends over 75% of his time in these roles. Burlison may offer insurance products and receive fees, but he commits to acting in the client's best interest to mitigate conflicts of interest. He does not receive performance-based fees and is supervised by Barry Watts, the Chief Compliance Officer at WealthCare. Burlison has no disciplinary history, and he has not been involved in arbitration claims or civil proceedings related to fraud, theft, or unethical practices. Additionally, he has never been subject to a bankruptcy petition. Clients can contact Barry Watts for supervision-related inquiries at [email protected] or 417-865-0936.
$99,332,550 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersSub-advisory ServicesHickory Wealth Management, LLC
Hickory Wealth Management, LLC, located in Springfield, Missouri, is a registered investment adviser offering personalized financial services to a diverse clientele, including individuals, high net worth individuals, trusts, estates, charitable organizations, and various business entities. Established in an undisclosed year, the firm acts as a fiduciary, always prioritizing clients' best interests. Their wrap fee program allows clients to pay a single fee for investment advisory services, with transaction fees absorbed by the firm to limit trading activities in client accounts. The firm's wrap asset management service tailors portfolios to meet specific investment goals, continuously monitoring and rebalancing as needed. Utilizing third-party money managers, Hickory Wealth Management ensures proper licensing and ongoing reviews to maintain client satisfaction. Fees for wrap asset management services are capped at 1.00% annually, billed quarterly based on account value. The firm's investment strategies include fundamental analysis and asset allocation, aiming to balance risk and reward based on client objectives and risk tolerance. Hickory Wealth Management does not charge performance-based fees and does not accept proxy authority to vote client securities. The firm's Code of Ethics emphasizes ethical standards and fair client treatment, with a commitment to full disclosure and client-centric practices.
$63,404,521 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Springfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Springfield. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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