Saint Louis, MO

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Saint Louis, MO
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Best Financial Advisors in Saint Louis, MO

Handpicked from 296 vetted & reviewed Financial Planning & Wealth Management firms in the Saint Louis area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Cpas For Hire

Cpas For Hire

(3)
“As a serial entrepreneur and small business owner, running a marketing agency, I was bogged down with running my business and keeping track of my books, and struggled to make informed financial decisions.”
Licensed, BBB Rating: A+
In Business Since 2019
13492 Clayton Rd, St. Louis, MO
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Cwos For Hire

Cwos For Hire

(10)
  • Tax
  • Investment
  • Questions
“From his thorough and layman explanations to his quarterly check-ins to his patience in responding to our myriad questions, entrusting Dave and his team with our investments has been one of the best things we have done.”
In Business Since 2015
13492 Clayton Rd #2, St. Louis, MO
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Amen, Gantner & Capriano, Your Estate Matters

Amen, Gantner & Capriano, Your Estate Matters

(12)
Special Needs Planning, Lgbtq Estate Planning, Elder Law & Medicaid Services
“Paul walked us through the options for an estate plan; and then tailored our specific plan not only to meet our current life situations, but our future as well.”
Licensed, BBB Rating: A+
Family Business
In Business Since 2006
Accepts All Major Credit Cards
10733 Sunset Office Dr Suite 425, St. Louis, MO
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Purk & Associates

Purk & Associates

(10)
Assurance, Controllership, Wealth Management
“Great people, fantastic services”
Licensed, BBB Rating: A+
In Business Since 2010
Accepts Cash, Check
1034 S Brentwood Blvd # 2000, St. Louis, MO
Featured

Corporate business owners know that it’s generally better to take money out of a C corporation as compensation rather than as dividends. That’s because a corporation can deduct the salaries and bonuses that it pays, but not dividends. Thus, if funds are paid as dividends, they’re taxed twice, once to the corporation and once to the recipient. Money paid out as compensation is only taxed once to the employee receiving it. But there are limits to how much money you can take out this way. Compensation can be deducted only to the extent that it’s reasonable. Unreasonable portions aren’t deductible and may be deemed dividends. Need help determining a reasonable salary? Contact us.

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John Hoff CPA

John Hoff CPA

(26)
Quicktuneup, Quickbooks Setup, Get Your IRS File
“I found them on the Internet and scheduled a meeting to review my company / personal tax returns from the prior years and talk to them about my current company tax situation.”
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 1991
Transparent Fees & Pricing
Serving Saint Louis Area
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Best of 2023

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.9 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Renaissance Financial

Renaissance Financial

(4)
For Businesses, For Individuals
“If you are serious about your money, and your future, you need to talk to these people.”
Licensed, BBB Rating: A+
In Business Since 1997
5700 Oakland Ave Suite 400, St. Louis, MO
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Jayson M. Thornton, CFP

Jayson M. Thornton, CFP

(25)
  • Accountant
  • Priced
  • Tax
“Thank goodness I found Jayson Thornton and his firm, not too big to care and always willing to meet me at my office if I have questions or concerns and very reasonably priced (less than 1/2 what H&K charged) Jayson Thornton is the best!”
VITA Certified
In Business Since 2019
319 N 4th St #608, St. Louis, MO
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Ricken Financial

Ricken Financial

(4)
“Ricken Financial is a great business, Gerry and Heidi are caring business professionals that take time to get you the best tax refund and the best investments for you.”
Licensed, BBB Rating: A+
In Business Since 1998
Accepts All Major Credit Cards
425 N New Ballas Rd UNIT 207, St. Louis, MO
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The Chamberlin Group

The Chamberlin Group

(8)
Estate Planning, Your Family and Your Future, Trusts and Other Estate Planning Matters
“My father had lost some of the documents so after collecting the lost documents and having a family member dropping off the tax documents to the Chamberlin Group they went right to work on his taxes.”
Licensed, BBB Accredited
Remote Consultations Available
In Business Since 2004
Accepts Check
12444 Powerscourt Dr Suite 200, St. Louis, MO
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Heise Advisory Group

Heise Advisory Group

(10)
  • Family
  • Team
“Heise has walked us through all the steps to create our own personalized retirement plan and continually keeps us updated and educated on what and how our financial road map is being accomplished.”
Licensed, BBB Accredited
In Business Since 2008
12444 Powerscourt Dr Suite 235, St. Louis, MO
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Shape Financial Solutions

Shape Financial Solutions

(7)
Credit Builders, Pricing, Services
“Sampa' as she has shown up in my life as well as my kids life, from her understanding what it take to be a loving Mother and provider for her own children.”
Transparent Fees & Pricing
In Business Since 2021
12747 Olive Blvd Ste. 300, St. Louis, MO
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Compleat Financial

Compleat Financial

(1)
Personal Tax, Corporate Tax, Payroll
“They will also help you with PPP loan filing and other related services including bookkeeping.”
Licensed
In Business Since 1991
Accepts All Major Credit Cards
2241 Edwards St, St. Louis, MO
FAQs
What is the standardized deduction for a single person for 2022?
Unless you itemize, the standard deduction is based on filing status: Single: $12,950 Head of Household: $19,000 Married Filing Jointly: $25,900 Married Filing Separately: $12,950
How do I organize tax information for my rental properties?
There are various software programs which can be used. You need to select the one that works for you. Those can be discussed during your initial consult It is important to keep separate records for each property and mark/organize receipts by property Some important information to keep track of: rental days rental income advertising for vacancies auto and travel cleaning & maintenance commission legal, management, and other professional fees mortgage interest and other interest repairs supplies taxes insurance utilities depreciation expense or depletion other information
How do I get my financial documents to and from your office?
By far the best method for getting documents to and from us is through online transmission. At the same time, we understand the need for hard copies and are happy to arrange courier or other forms of transport to get your accounting documents where they need to be.
Do you use QuickBooks?
We are competent with QuickBooks as well as other financial accounting software. In short, we're accounting professionals and are able to adapt our workflow to meet your company's existing accounting structure, including different programs and document formats.
Can you setup payroll direct deposits?
They may sound complex, but creating a direct deposit system for employee payroll is actually quite easy and we're happy to assist. Direct deposits make payment easy, automatic, and creates a trail for tracking should a payment not arrive.
You'll find more information on the FAQ page of our website.
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Horseman Group

Horseman Group

(1)
“Outstanding family friendly service.”
Licensed, BBB Rating: A+
In Business Since 2004
3 Cityplace Dr #290, St. Louis, MO
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Roman Butler Fullerton & Co

Roman Butler Fullerton & Co

(1)
Estates & Trusts, Financial Planning, Charitable Planning
“They look out for the best interest of their clients and put a lot of time towards your concerns.”
Accepts Cash
In Business Since 1988
Transparent Fees & Pricing
680 Craig Rd Suite 201, St. Louis, MO
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B.e.s.t. Wealth Management

B.e.s.t. Wealth Management

(1)
Investment Management, Business Services, Financial Planning
“He has always be honest and upfront with me, doing what is in my best interest, not what gets him the biggest commission.”
Transparent Fees & Pricing
In Business Since 2011
10880 Baur Blvd Ste 104, St. Louis, MO
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Saint Louis Divorce and Mediation Services

Saint Louis Divorce and Mediation Services

(4)
  • Financial
“She is also a certified divorce financial analyst, which means her clients understand all aspects of their divorce financial agreements both current and future.”
Free Initial Consultation
In Business Since 2017
230 S Bemiston Ave Suite 660, St. Louis, MO
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H & S Accounting & Tax

H & S Accounting & Tax

(1)
“Tom and his team get it done I would not use any other tax preparer”
Accepts All Major Credit Cards
In Business Since 1990
Transparent Fees & Pricing
12140 Woodcrest Executive Dr #202, St. Louis, MO
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Wealth Plan Advisors Group

Wealth Plan Advisors Group

(1)
Useful Links, The Seasons Formula
“Felt very confident that my investment portfolio will be in good hands after my retirement from Stifel.”
In Business Since 2004
4171 Crescent Dr #200, St. Louis, MO
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Axxoim Franchise Advisors

Axxoim Franchise Advisors

(1)
“Keith is so diligent about matching up what the clients needs and strong attributes are with the proper type of franchise so it is a good fit.”
Offers Financing Options
In Business Since 2006
11767 Roundhill Dr, St. Louis, MO
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Brugere & Co. CPA

Brugere & Co. CPA

(1)
“We've used John for two years now & he's great to work with.”
Transparent Fees & Pricing
In Business Since 1997
10016 Office Center Ave #102, St. Louis, MO
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Pioneer Wealth Management

Pioneer Wealth Management

(1)
Who We Help
“He set my husband and I up with life insurance policies and a savings policy and it was so simple.”
In Business Since 2020
3660 S Geyer Rd #200, St. Louis, MO
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Financial & Tax Architects

Financial & Tax Architects

(2)
“It is free and learn how to be smart with your financial future.”
In Business Since 2012
12412 Powerscourt Dr #25, St. Louis, MO
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Guardian Wealth Management

Guardian Wealth Management

(2)
“Very knowledgeable and caring.”
In Business Since 2019
100 S 4th St #550, St. Louis, MO
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Albritton Financial Services

Albritton Financial Services

Retirement Planning, Estate Planning, Financial Planning For Families & Businesses
“As a second-generation family-owned business, we love helping other business owners and busy professionals make work optional and choosing when to retire right. That means partnering with you to define your life's purpose, putting a dynamic plan in p...”
Licensed, BBB Rating: A+
Family Business
In Business Since 2000
Remote Consultations Available
12977 N Forty Dr #110, St. Louis, MO
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Retirement Planning and Investment Management Services in Saint Louis, MO Cost Estimates

Minimum cost
$1232
Maximum cost
$10470
National Average
$3696
Avg Per Hour Rates
$370
$2464
$6775
Average price range is based on 334 cost profiles
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Average Cost $3696
Minimum cost $1232
Maximum cost $10470
Avg Per Hour Rates $370

Average range $2464 to $6775 is based on 334 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Saint Louis

Popular in Saint Louis

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