Licensed · Columbia
Licensed & Insured Financial Advisors in Columbia, MO
Every financial advisors listed here carries proper licensing and insurance in MO. Protect yourself — always verify credentials before work begins.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Columbia, MO by verified customer ratings and review volume. The highest-rated is Freedom Wealth Planning with a 5.0-star rating from 14 verified reviews. Also in the top tier: Trek Wealth Planning and Wilkerson Advisory Group LLC. The average rating across all listed financial advisors in Columbia is 5 stars from 6 reviews per business on average.
Financial advisors in Columbia typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
6
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Freedom Wealth Planning
1000 W Nifong Blvd Building 3, Suite 220, Columbia, MO 65203, USA
Trek Wealth Planning
910 E Broadway Suite 200, Columbia, MO 65201, USA
Wilkerson Advisory Group LLC
200 E Southampton Dr Suite 101, Columbia, MO 65203, USA
Financial Advisors Rankings in Columbia, MO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Freedom Wealth Planning1000 W Nifong Blvd Building 3, Suite 220, Columbia, MO 65203, USA | 5.0★ | 14 |
| #2 | Trek Wealth Planning910 E Broadway Suite 200, Columbia, MO 65201, USA | 5.0★ | 12 |
| #3 | Wilkerson Advisory Group LLC200 E Southampton Dr Suite 101, Columbia, MO 65203, USA | 5.0★ | 27 |
| #4 | Harrison Financial Planning303 N Stadium Blvd #200, Columbia, MO 65203, USA | 5.0★ | 2 |
| #5 | Truman Wealth Advisors411 N College Ave #201, Columbia, MO 65201, USA | 5.0★ | 6 |
| #6 | Brockmeier Financial Services, LLC709 Fay St #209, Columbia, MO 65201, USA | 5.0★ | 3 |
| #7 | JK Financial3806 Buttonwood Dr #102, Columbia, MO 65201, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Mark P Richardson, CFP®2415 Carter Ln #104, Columbia, MO 65201, USA | 5.0★ | 4 |
| #9 | The Trust Company of Columbia4210 Philips Farm Rd #109, Columbia, MO 65201, USA | 5.0★ | 6 |
| #10 | LaBrunerie Financial601 W Nifong Blvd # 3B, Columbia, MO 65203, USA | 4.2★ | 5 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Columbia
Harrison Financial Planning
303 N Stadium Blvd #200, Columbia, MO 65203, USA
Truman Wealth Advisors
411 N College Ave #201, Columbia, MO 65201, USA
Brockmeier Financial Services, LLC
709 Fay St #209, Columbia, MO 65201, USA
JK Financial
3806 Buttonwood Dr #102, Columbia, MO 65201, USA
Edward Jones - Financial Advisor: Mark P Richardson, CFP®
2415 Carter Ln #104, Columbia, MO 65201, USA
The Trust Company of Columbia
4210 Philips Farm Rd #109, Columbia, MO 65201, USA
LaBrunerie Financial
601 W Nifong Blvd # 3B, Columbia, MO 65203, USA
Edward Jones - Financial Advisor: Jody L Frank, CFP®|AAMS®
4205 Philips Farm Rd #100, Columbia, MO 65201, USA
Edward Jones - Financial Advisor: J R Lawless, CFP®
203 E Nifong Blvd AA, Columbia, MO 65203, USA
Aligned Wealth Group
3621 Discovery Pkwy #123, Columbia, MO 65201, USA
Edward Jones - Financial Advisor: Nathan J Brown, CFP®
4205 Philips Farm Rd #100, Columbia, MO 65201, USA
Forum Advisory Services, LLC | Bryan Bolten, ChFC®
2310 Forum Blvd # C, Columbia, MO 65203, USA
Edward Jones - Financial Advisor: Ann M Echelmeier
1729 W Broadway Suite 3, Columbia, MO 65203, USA
Edward Jones - Financial Advisor: Joe D Eddy
2502 W Ash St, Columbia, MO 65203, USA
Edward Jones - Financial Advisor: Stephanie Goans, AAMS®
11 S Fairview Rd Suite 109, Columbia, MO 65203, USA
Convergence Wealth
3919 S Providence Rd, Columbia, MO 65203, USA
Sundvold Financial
1000 W Nifong Blvd Ste. 4-104, Columbia, MO 65203, USA
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Frequently Asked Questions — Financial Advisors in Columbia
What is a fiduciary financial advisor and why does it matter in Columbia?
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 Columbia, 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 Columbia?
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.
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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: May 17, 2026.
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