Best Financial Advisors in St. Charles

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.6/5.0
Average Rating

St. Charles Financial Landscape

St. Charles boasts a diverse economy with strengths in manufacturing, retail, and healthcare. Its proximity to St. Louis enhances its appeal for businesses and residents alike.

Major industries
Manufacturing, Retail, Healthcare
Population
67.6K (metro: 675.7K)
Median household income
$76,000
Unique needs
Focus on sustainable growth, affordable housing, and infrastructure improvements.
Market Insights
Economic Growth
According to BEA (2023), St. Charles has seen a 3% annual growth rate, driven by local manufacturing and retail sectors.
Wealth Demographics
According to Census (2023), the median income in St. Charles is $76,000, reflecting a stable middle-class population.
Advisor Specializations
Based on BLS (2023), financial advisors in St. Charles are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), St. Charles has a cost of living index 10% lower than the national average, making it affordable for families.
Real Estate Market
According to Zillow (2024), home prices in St. Charles have risen 5% year-over-year, indicating a competitive real estate market.
Business Environment
According to Fortune (2024), St. Charles is recognized for its supportive business climate, attracting new startups and established firms.

Top 5 Financial Advisors in St. Charles

Fidelis Financial Planning, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Sarah E Brenker, CFP®
★ ★ ★ ★ ★ 5
Oakview Wealth Solutions
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Garry L Grannemann, CFP®
★ ★ ★ ★ ★ 5
Pathfinder Financial Advocates
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in St. Charles, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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St. Charles-Specific Expertise
For St. Charles residents working in Manufacturing, Retail, Healthcare, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
St. Charles faces risks from manufacturing concentration and potential housing market bubbles. Tornadoes and flooding are concerns; diversify investments to mitigate economic risks.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Missouri locations

Kansas City St. Louis Springfield Independence Columbia Lee's Summit O'Fallon St. Joseph