Business Details
About
Financial PlannerFinancial ConsultantFinancial PlanningInvestment Service
At Hummert Financial, we help individuals and families achieve greater financial clarity, confidence, and direction through thoughtful, well-structured planning. Led by Dan Hummert, a CERTIFIED FINANCIAL PLANNER® practitioner, and backed by the strength of LPL Financial, our firm specializes in retirement income strategies, tax-aware investment planning, and comprehensive financial guidance.
Our approach is rooted in personalized planning, education, and collaboration—empowering our clients to make informed decisions at every stage of life. Whether you're building wealth, preparing for retirement, or navigating the complexities of income distribution in retirement, we offer fiduciary advice in advisory relationships tailored to help you move forward with purpose and peace of mind.
đź“Ť Based in St. Louis, MO, we proudly serve clients locally and virtually.
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24 reviews
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- CPChris PaplanusOct 28, 20255.0I have worked with Dan for over fifteen years. I highly recommend his services. He is genuinely invested in his clients and knowledgeable efficient.
- MSMark StanglOct 21, 20255.0Dan Hummert is not a one size fits all CFP! I have worked with Dan for 14+ years and he has always listened and we have made sound financial decisions. He is knowledgeable about financial markets and how best to maximize financial growth and stability.
- LFLori FixOct 19, 20255.0Dan has been amazing to work with - professional, responsive, trustworthy, and genuinely invested in my success. He's done an excellent job managing my portfolio and it has done great! I've been working with him for many years and I would highly recommend him!
- ECErika CastroOct 8, 20255.0Dan is a very trustable, knowledgeable, and expert financial adviser. We have him for years and thanks to him we have peace of mind in our finances.
- PHPeggy HuebnerSep 11, 20255.0I have been working with Dan for well over a decade and he has made such a difference in my financial life! He is always generous with his time, got to know my Financial goals, explained complex concepts clearly and crafted an individual plan that has worked for me. He is professional and genuinely invested in seeing that I do well. Highly recommend using his services!
Frequently Asked Questions About Hummert Financial
What services does Hummert Financial offer?
Hummert Financial offers comprehensive financial planning services including retirement income planning, investment management, tax-efficient retirement strategies, social security optimization, student debt and loan guidance, estate and legacy planning, and more.
Where is Hummert Financial located?
Hummert Financial is located at 13358 Manchester Rd., Ste. 200, Des Peres, MO 63131, USA.
Who leads Hummert Financial and what qualifications do they have?
Hummert Financial is led by Dan Hummert, a CERTIFIED FINANCIAL PLANNER® practitioner with expertise in retirement income strategies and tax-aware investment planning.
What are Hummert Financial's business hours?
Hummert Financial is open Monday through Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Hummert Financial?
You can contact Hummert Financial by phone at +1 636-681-3100 or email at dan@hummertfinancial.com.
Which payment methods are accepted at Hummert Financial?
Hummert Financial accepts American Express, Cash, Check, Discover, Invoice, Mastercard, and Visa.
Is Hummert Financial affiliated with any financial organizations?
Yes, Hummert Financial is affiliated with LPL Financial and operates under brands including LPL Financial, Cornerstone Wealth Management, and Hummert Financial.
What language(s) does Hummert Financial communicate in?
Hummert Financial communicates primarily in English.
What nearby financial service providers are close to Hummert Financial?
Nearby financial service providers include Planify Group, Stotler Wealth Management, Cornerstone Wealth Management - Ben Toben, Ben Toben Financial Advisor, Laura Fenton Financial Advisor, Yeaton Financial Group LLC, and Wells Fargo Advisors, which could offer additional resources or complementary services to clients.
Are there any local retail or specialty shops near Hummert Financial where clients might shop before or after a visit?
Yes, clients can visit nearby shops such as Edwards Carpet & Floor Center and Miniature Market (both at Rock Hill and Manchester locations), offering home improvement supplies and hobby games respectively, which might be convenient for shopping before or after their financial planning appointments.
What entertainment or community services are near Hummert Financial?
Nearby entertainment and community-oriented places include 99.1 JOY FM radio station and BSA Outfitters, which is a wildlife sanctuary and environmental conservation organization, offering opportunities for enriching community engagement for clients in the area.