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Low Cost · St. Charles

Cheap Financial Advisors in St. Charles, MO — Best Prices

Compare financial advisors prices in St. Charles to find the best deal. All businesses are reviewed — cheap doesn't mean low quality.

As of May 2026, RatingsNearMe ranks 18 financial advisors in St. Charles, MO by verified customer ratings and review volume. The highest-rated is Opulence Planning Group LLC with a 4.6-star rating from 18 verified reviews. Also in the top tier: Pathfinder Financial Advocates and Mission Financial. The average rating across all listed financial advisors in St. Charles is 4.8 stars from 3 reviews per business on average.

Financial advisors in St. Charles 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

18

Businesses listed

4.8★

Avg rating

3

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Opulence Planning Group LLC

4.6(18 reviews)

105 N Main St #300, St Charles, MO 63301, USA

🥈

Pathfinder Financial Advocates

5.0(8 reviews)

2745 W Clay St l, St Charles, MO 63301, USA

🥉

Mission Financial

5.0(3 reviews)

4045 N St Peters Pkwy, St Peters, MO 63304, USA

Financial Advisors Rankings in St. Charles, MO

#BusinessRatingReviews
#1Opulence Planning Group LLC105 N Main St #300, St Charles, MO 63301, USA4.618
#2Pathfinder Financial Advocates2745 W Clay St l, St Charles, MO 63301, USA5.08
#3Mission Financial4045 N St Peters Pkwy, St Peters, MO 63304, USA5.03
#4AXIUS Financial2085 Bluestone Dr, St Charles, MO 63303, USA4.25
#5Oakview Wealth Solutions1378 S 5th St, St Charles, MO 63301, USA5.01
#6Edward Jones - Financial Advisor: Garry L Grannemann, CFP®2324 Hwy 94 South Outer Rd, St Charles, MO 63303, USA5.02
#7Edward Jones - Financial Advisor: Sarah E Brenker, CFP®1000 Country Club Rd Suite P, St Charles, MO 63303, USA5.01
#8Thrivent Financial1144 S Benton Ave, St Charles, MO 63301, USA5.01
#9Edward Jones - Financial Advisor: Matt Salin, CFP®|ChFC®|CKA®1000 Country Club Rd Suite P, St Charles, MO 63303, USA5.01
#10U.S. Bancorp Advisors - Financial Advisors: Steve Mckinstry2608 W Clay St, St Charles, MO 63301, USA5.01

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in St. Charles

4

AXIUS Financial

4.2· 5 reviews

2085 Bluestone Dr, St Charles, MO 63303, USA

5

Oakview Wealth Solutions

5.0· 1 reviews

1378 S 5th St, St Charles, MO 63301, USA

6

Edward Jones - Financial Advisor: Garry L Grannemann, CFP®

5.0· 2 reviews

2324 Hwy 94 South Outer Rd, St Charles, MO 63303, USA

7

Edward Jones - Financial Advisor: Sarah E Brenker, CFP®

5.0· 1 reviews

1000 Country Club Rd Suite P, St Charles, MO 63303, USA

8

Thrivent Financial

5.0· 1 reviews

1144 S Benton Ave, St Charles, MO 63301, USA

9

Edward Jones - Financial Advisor: Matt Salin, CFP®|ChFC®|CKA®

5.0· 1 reviews

1000 Country Club Rd Suite P, St Charles, MO 63303, USA

10

U.S. Bancorp Advisors - Financial Advisors: Steve Mckinstry

5.0· 1 reviews

2608 W Clay St, St Charles, MO 63301, USA

11

St. Charles Financial Services, LLC

· 0 reviews

571 Jefferson St, St Charles, MO 63301, USA

12

Edward Jones - Financial Advisor: Shane A Myers, CFP®

5.0· 1 reviews

3050 W Clay St Suite 102, St Charles, MO 63301, USA

13

John E Burke - Financial Advisor, Ameriprise Financial Services, LLC

· 0 reviews

118 N 2nd St Ste 302, St Charles, MO 63301, USA

14

Edward Jones - Financial Advisor: Brad Meyer

5.0· 1 reviews

2215 1st Capitol Dr, St Charles, MO 63301, USA

15

Edward Jones - Financial Advisor: Stephanie Grimm, CEPA®|AAMS®

5.0· 2 reviews

1989 Zumbehl Rd, St Charles, MO 63303, USA

16

Edward Jones - Financial Advisor: Gregory S Boschert, CFP®|AAMS®

3.0· 2 reviews

1040 S 5th St, St Charles, MO 63301, USA

17

Edward Jones - Financial Advisor: Rob Halterman, CFP®|ChFC®

· 0 reviews

1551 Wall St Suite 160, St Charles, MO 63303, USA

18

360 IRA - Investment & Retirement Advisory

4.6· 5 reviews

2225 Bluestone Dr, St Charles, MO 63303, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in St. Charles

What is a fiduciary financial advisor and why does it matter in St. Charles?

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 St. Charles, 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 St. Charles?

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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About This Financial Advisors Directory — St. Charles, MO

This page lists and ranks 18 financial advisors serving St. Charles, MO as of May 2026. The average verified rating across all listings is 4.8 stars, with an average of 3 customer reviews per business. The top-ranked financial advisors in St. Charles by our algorithm is Opulence Planning Group LLC (4.6 stars, 18 reviews). Financial advisors in St. Charles typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in St. Charles: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the MO licensing board before hiring.

Request Free Quotes — Top-Rated Financial Advisors in St. Charles