Best Value · Ballwin
Affordable Financial Advisors in Ballwin, MO
Find quality financial advisors that fit your budget. Compare prices, read reviews, and request free quotes — no obligation.
As of June 2026, RatingsNearMe ranks 10 financial advisors in Ballwin, MO by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is FEFA Financial with a 5.0-star rating from 129 Google reviews and an RNM Score of 85/100. Also in the top tier: Matt Kennington - COUNTRY Financial Advisor and Capital Advisory Group. The average rating across all listed financial advisors in Ballwin is 5 stars from 24 reviews per business on average.
Financial advisors in Ballwin typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Ballwin, MO is home to a variety of financial advisor services, including investment management, retirement planning, and tax preparation. Consumers in the area should research local advisors' credentials, services, and fees when selecting a financial advisor to meet their needs.
- ✓Ballwin, MO has several well-established financial advisory firms
- ✓Services offered include investment management, retirement planning, and tax preparation
- ✓Consumers should research advisor credentials, services, and fees when selecting a local financial advisor
Best Overall
Capital Advisory Group
Capital Advisory Group stands out for its comprehensive financial planning and personalized service, earning top rankings among Ballwin advisors.
Most Reviewed
Edward Jones - Financial Advisor: Nick Behnen
A high number of reviews often reflects strong client trust and satisfaction, making this advisor a popular choice.
When choosing a financial advisor in Ballwin, consider meeting with multiple firms to compare their fee structures, investment philosophies, and services. Always verify credentials and check for any conflicts of interest.
How to Choose a Financial Advisor in Ballwin
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Experience working with clients in the Ballwin, MO area
- • Fee-only compensation structure (no commissions)
- • Fiduciary duty to act in your best interests
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the appropriate investment mix for my goals and risk tolerance?
- • What is your process for monitoring and adjusting my portfolio over time?
Red flags
- ⚠ Pressure to buy specific financial products
- ⚠ Lack of transparency around fees and compensation
- ⚠ Unwillingness to provide references or client testimonials
In Missouri, financial advisors must be registered with the state and hold appropriate licenses, such as a Series 65 or Series 66 license. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
10
Businesses listed
5★
Avg rating
24
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Ballwin's top-rated financial advisor with a perfect 5.0 stars from 129 reviews.
530 Vance Rd, Valley Park, MO 63088, USAFinancial Advisors Rankings in Ballwin, MO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | FEFA Financial530 Vance Rd, Valley Park, MO 63088, USA | 5.0★ | 129 |
| #2 | Matt Kennington - COUNTRY Financial Advisor14780 Clayton Rd, Ballwin, MO 63011, USA | 5.0★ | 60 |
| #3 | Capital Advisory Group281 Clarkson Rd Suite 102, Ellisville, MO 63011, USA | 4.8★ | 20 |
| #4 | Edward Jones - Financial Advisor: Nickie Bennett, CFP®884 Woods Mill Rd Suite 210, Ballwin, MO 63011, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Bethany L Altis, CFP®485 Wildwood Pkwy Suite 1, Ballwin, MO 63011, USA | 5.0★ | 2 |
| #6 | St. Louis Financial Group15415 Clayton Rd, Ballwin, MO 63011, USA | 5.0★ | 1 |
| #7 | Cutter & Company, Inc15415 Clayton Rd, Ballwin, MO 63011, USA | 5.0★ | 2 |
| #8 | Edward Jones - Financial Advisor: Nick Behnen15008 Manchester Rd, Ballwin, MO 63011, USA | 5.0★ | 1 |
| #9 | MSMF Wealth Management3660 S Geyer Rd #200, St. Louis, MO 63127, USA | 5.0★ | 3 |
| #10 | Edward Jones - Financial Advisor: John H Neuenswander, CFP®958 Kehrs Mill Rd, Ballwin, MO 63011, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Ballwin
884 Woods Mill Rd Suite 210, Ballwin, MO 63011, USA
485 Wildwood Pkwy Suite 1, Ballwin, MO 63011, USA
15008 Manchester Rd, Ballwin, MO 63011, USA
958 Kehrs Mill Rd, Ballwin, MO 63011, USA
Get Free Quotes
We'll connect you with the top financial advisors in Ballwin, MO.
Financial Advisors in Ballwin, MO — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | FEFA Financial | 85/100 | 5.0 ★ | 129 |
| 2 | Matt Kennington - COUNTRY Financial Advisor | 81/100 | 5.0 ★ | 60 |
| 3 | Capital Advisory Group | 71/100 | 4.8 ★ | 20 |
| 4 | Edward Jones - Financial Advisor: Nickie Bennett, CFP® | 62/100 | 5.0 ★ | 1 |
| 5 | Edward Jones - Financial Advisor: Bethany L Altis, CFP® | 64/100 | 5.0 ★ | 2 |
| 6 | St. Louis Financial Group | 62/100 | 5.0 ★ | 1 |
| 7 | Cutter & Company, Inc | 64/100 | 5.0 ★ | 2 |
| 8 | Edward Jones - Financial Advisor: Nick Behnen | 62/100 | 5.0 ★ | 1 |
| 9 | MSMF Wealth Management | 66/100 | 5.0 ★ | 3 |
| 10 | Edward Jones - Financial Advisor: John H Neuenswander, CFP® | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Frequently Asked Questions — Financial Advisors in Ballwin
What is a fiduciary financial advisor and why does it matter in Ballwin?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Ballwin, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Ballwin?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 9, 2026.
More Home Services in Ballwin
Related Searches
More ways to find financial advisors in Ballwin
Financial Advisors in nearby cities