ProPartners Wealth

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Client assets under management

$62,197,526

Clients

146

14% high-net worth

Advisors

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Very Low

Average account size

$426,010

About

ProPartners Wealth serves individuals, families and small business owners, including entrepreneurs and key executives, by providing investment management and ongoing personal financial planning. The firm also offers pension consulting to employee benefit plans under 3(21) agreements and can serve as an ERISA 3(38) fiduciary to manage plan assets when engaged.

Portfolios are constructed using fundamental analysis and a target asset allocation determined by the firm, with day‑to‑day management delegated to Envestnet sub‑managers selected to match client objectives. ProPartners operates with discretionary authority to implement and reallocate investments, performs due diligence on sub‑managers, documents selections in a Statement of Investment Selection, and monitors accounts on a regular basis while custody and execution are provided through Charles Schwab.

Notable distinctions include that several advisors are licensed insurance producers who may recommend commissionable insurance products, a practice the firm discloses as a potential conflict of interest. ProPartners also has a related entity, ProPartners Team, LLC, which provides bookkeeping and strategic business consulting to owners—an additional service line that can intersect with its individual planning and plan‑sponsor work.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General tax planning

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial Planning fixed fee from $3,840 to $10,000 annually

Percentage

$0+: 1.0% annually (Investment management fee) $0+: 0.25% - 0.75% annually (Sub-manager fee) $0+: 0.50% annually (3(21) Pension Consulting core plan assets) $0+: 0.50% annually (3(38) Fiduciary core plan assets) $0+: 1.0% annually (3(38) Fiduciary PCRA accounts)

Other

Fee-only: Financial Planning fixed fee ranging from $3,840 to $10,000 annually, payable monthly in advance

Main office location

ProPartners Wealth

501 Fay St, Suite 106

Columbia MO 65201, United States

Number of offices

Most active in

Missouri

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 573-693-4233

Advisors at this firm

Brenden V

Series 65

Columbia, MO

ProPartners Wealth

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General tax planning Founder/Business Owner

Peyton S

Series 65

Columbia, MO

ProPartners Wealth

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General tax planning Founder/Business Owner

Cade S

Series 65

Columbia, MO

ProPartners Wealth

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General tax planning Founder/Business Owner

Kale F

Series 65

Columbia, MO

ProPartners Wealth

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General tax planning Founder/Business Owner

Sydney P

Series 65

Columbia, MO

ProPartners Wealth

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General tax planning Founder/Business Owner

Wesley H

Series 63, Series 65

Columbia, MO

ProPartners Wealth

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General tax planning Founder/Business Owner

Steven H

Series 63, Series 65

Columbia, MO

ProPartners Wealth

Steven Hermann is the principal of Steven Hermann Advisory in Columbia, MO, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior roles include positions at DVM Partners, LLC, APX, Inc., and New York Life Insurance Company. Outside of advisory work, he is involved in developing veterinary software and owns PPW-SH, LLC, a company used for processing business expenses. Steven Hermann Advisory provides asset management and financial planning services primarily to pooled vehicles and institutional clients, while also serving individuals, trusts, estates, charities, and small businesses. The firm utilizes a combination of fundamental and technical analysis with modern portfolio theory and employs a range of strategies through the Envestnet platform, focusing on tailored asset allocations and tax-aware portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General tax planning Founder/Business Owner

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