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Financial Planners in Springfield, MO: 2026 rankings

41 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Springfield: Prime Capital Financial, RFA Score 78/100; 5.0★ from 138 Google reviews.

  2. 11

    Most-reviewed: Fervent Wealth Management, 182 Google reviews at 5.0★, the most of 41 ranked; ranked #11.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

41 Springfield financial planners are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 4.8★ across 41 rated firms.

Top 10 financial planners in Springfield at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Springfield at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Prime Capital Financial785.0★ (138)Springfield—Top score
2Axios Financial Group765.0★ (71)Springfield——
3Staggs Financial755.0★ (56)Springfield——
4LaTour Asset Management744.7★ (74)Springfield——
5Advantage Retirement Services744.9★ (46)Springfield——
6Compass Financial744.8★ (50)SpringfieldSat—
7Ozarks Retirement Group734.9★ (74)Ozark, 11 mi away——
8Jerod Ostermeier, CPA, CFP724.8★ (26)Springfield——
9Arvest Bank703.7★ (80)Springfield——
10Baron Financial Group, LLC695.0★ (11)Springfield——

All 41 financial planners in Springfield, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Springfield

    #1 Prime Capital Financial

    Based in Springfield

    78/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 138 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 138 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    2870 S Ingram Mill Rd Ste B, Springfield, MO 65804
    View profile for Prime Capital Financial(417) 447-3500

  2. #2 Axios Financial Group

    Based in Springfield

    76/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 71 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 71 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    4140 S Fairview Ave #104, Springfield, MO 65807
    View profile for Axios Financial Group(417) 350-7327

  3. #3 Staggs Financial

    Based in Springfield

    75/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 56 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 56 Google reviews
    Hours
    Mon–Tue 8 AM–5 PM · Wed closed · Thu 8 AM–5 PM · Fri–Sun closed
    Address
    1531 E Bradford Pkwy #202, Springfield, MO 65804
    View profile for Staggs Financial(417) 501-5450

  4. #4 LaTour Asset Management

    Based in Springfield

    74/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.7★ from 74 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 74 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    2627 W Republic Rd, Springfield, MO 65807
    View profile for LaTour Asset Management(417) 788-6357

  6. #6 Compass Financial

    Based in Springfield

    74/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.8★ from 50 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 50 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat 12 AM–12 AM · Sun closed
    Address
    3271 E Battlefield Rd Ste 260, Springfield, MO 65804
    View profile for Compass Financial(417) 986-2809

  7. #7 Ozarks Retirement Group

    Based in Ozark, 11 mi away

    73/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 74 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 74 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    5511 N Farmer Branch Rd, Ozark, MO 65721
    View profile for Ozarks Retirement Group(417) 581-9222

  9. #9 Arvest Bank

    Based in Springfield

    70/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 3.7★ from 80 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 80 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    730 N National Ave, Springfield, MO 65802
    View profile for Arvest Bank(417) 885-7240

  12. #12 Evans Wealth Planning

    Based in Springfield

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4730 S National Ave Ste B4, Springfield, MO 65810
    View profile for Evans Wealth Planning(417) 860-5678

  13. #13 Commerce Trust

    Based in Springfield

    67/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 3.4★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 12 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1345 E Battlefield Rd 3rd Floor, Springfield, MO 65804
    View profile for Commerce Trust(417) 837-5269

  17. #17 Boehne Financial Group

    Based in Ozark, 8 mi away

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4940 S Farm Rd 189 #500, Rogersville, MO 65742
    View profile for Boehne Financial Group(417) 881-0009

  19. #19 Central Trust Company

    Based in Springfield

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3333 S National Ave Fl 3, Springfield, MO 65807
    View profile for Central Trust Company(417) 883-3838

All 41 financial planners

#1 to #25 are shown in full above. Here are #26 to #41, in RFA Score order; each links to its profile.

financial planners in Springfield, ranks 26 to 41
RankBusinessRFA ScoreGoogle ratingDistance
26Bank of America (with Drive-thru ATM)662.9★ (73)In Springfield
27Benjamin F. Edwards664.7★ (3)In Springfield
28Northwestern Mutual662.6★ (19)In Springfield
29Bank of America (with Drive-thru ATM)662.9★ (89)In Springfield
30Arvest Private Banking662.6★ (11)In Springfield
31Missouri Trust & Investment Company653.7★ (3)In Springfield
32Ron Penney - Private Wealth Advisor, Ameriprise Financial Services, LLC653.7★ (3)In Springfield
33Froehle Wealth Management Group653.7★ (3)In Springfield
34Peterson Wealth Advisors653.7★ (3)In Springfield
35Infocus Financial Strategies655.0★ (6)11 mi
36Arvest Bank653.4★ (22)11 mi
37JJ Romines - COUNTRY Financial Agent645.0★ (4)9 mi
38Bank of America (with Drive-thru ATM)642.5★ (119)In Springfield
39Wealth by Design615.0★ (17)In Springfield
4080/20 Financial Services575.0★ (15)11 mi
41Auxan Capital Advisors, LLC575.0★ (4)In Springfield

Also serving Springfield

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Springfield
BusinessGoogle ratingDistance
1031X5.0★ (57)In Springfield
Allen Insurance and Financial Services Inc.5.0★ (50)In Springfield
Armstrong Group & Associates LLC, Primerica Financial Services / Primerica Advisors5.0★ (91)In Springfield
Casey Coring: Primerica - Financial Services5.0★ (19)In Springfield
Edward Jones - Financial Advisor: Aaron Meusborn, CFP®|ChFC®5.0★ (12)In Springfield
Edward Jones - Financial Advisor: Chris Marshall, AAMS®5.0★ (25)In Springfield
Edward Jones - Financial Advisor: Jeremy Melton, AAMS®5.0★ (4)In Springfield
Edward Jones - Financial Advisor: John Parker4.8★ (6)In Springfield
Edward Jones - Financial Advisor: Nathan M Zoromski, CFP®5.0★ (5)In Springfield
Floyd Financial Group, LLC4.6★ (11)In Springfield
From Military to Millionaire4.8★ (23)In Springfield
Goldtree Financial Group5.0★ (7)In Springfield
Republic Finance4.5★ (16)In Springfield
Secure Wealth Financial Group USA 🇺🇲5.0★ (8)In Springfield
Strategic Financial5.0★ (14)In Springfield
Strategic Financial - Gage Smart5.0★ (14)In Springfield
Tax Smartermo5.0★ (8)In Springfield
The Lusk Office5.0★ (4)In Springfield
WealthCare Corporation5.0★ (24)In Springfield
Western Shamrock Finance4.6★ (9)In Springfield

How we ranked Springfield financial planners

We scored 41 Springfield financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Springfield data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Springfield: frequently asked questions

Which financial planner has the highest RFA Score in Springfield?

By RFA Score, the highest-ranked financial planner in Springfield, MO is Prime Capital Financial with an RFA Score of 78/100. It has 5.0★ from 138 Google reviews. Axios Financial Group (#2) and Staggs Financial (#3) follow. We ranked 41 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Springfield?

RankedFinancialAdvisors ranks 41 financial planners serving Springfield, MO. 34 of them are based in Springfield; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Springfield work on weekends?

3 of 41 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Compass Financial (#6) and Commerce Trust (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Springfield financial planners have?

The median Google rating among 41 rated financial planners in Springfield is 4.8★, with a median of 11 reviews. Fervent Wealth Management has the most, 182 reviews, and ranks #11. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Springfield count in this ranking?

Yes, if they are within 25 mi of the Springfield city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Springfield ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Springfield a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Springfield

  1. November 2026: RFA Scores recalculated for 41 financial planners serving Springfield.

More financial planners and Springfield pages