Top financial advisors in Webster Groves, MO
We've curated a list of the best financial advisors in Webster Groves, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $122,860,000 Number of advisors 2 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Webster Groves, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Maxele Advisors, LLC
Maxele Advisors, LLC is a state-registered investment adviser specializing in financial planning and wealth management services. Established in February 2013, the firm is owned and led by Stephen M. Erken. As of March 28, 2025, the firm managed $165,276,239 in assets on a discretionary basis. For financial planning, Maxele offers comprehensive and modular services covering areas such as taxes, asset allocation, insurance, education, retirement, and estate planning. Clients have full discretion over implementing recommendations. In wealth management, clients can have their assets managed on a discretionary or non-discretionary basis, with a focus on equity securities, ETFs, mutual funds, and individual debt/options. The firm tailors its services to individual client needs, considering factors like risk tolerance and time horizon. Clients are encouraged to communicate changes in their financial situation or objectives for ongoing review. Fees are charged based on hourly rates for financial planning, ranging from $150 to $250, and annual wealth management fees between 0.50% to 1.50% of assets under management. Maxele does not engage in performance-based fees and serves various client types, including individuals, trusts, and corporations. The firm's investment strategies involve fundamental and technical analysis, managing portfolios through model portfolios. Maxele ensures compliance with best execution practices and periodically reviews brokerage practices to ensure client interests are prioritized. Clients receive regular account reviews and reports to stay informed about their investments. Maxele has no disciplinary events or financial impairments that would affect client commitments.
$122,860,000 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Webster Groves, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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