Laura
Hessel

Moneta Group Investment Advisors, LLC

CRD#4803070
Investment Advisor
in Saint Louis, MO

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About this Advisor

Laura Hessel is a certified financial planner based out of Saint Louis, Missouri with 13 years of relevant experience. Hessel currently works for Moneta Group Investment Advisors, LLC. Over the course of their career, they have held roles at Moneta Group Investment Advisors, LLC. Hessel is able to serve investors in Colorado, Kansas and Missouri. Moneta Group Investment Advisors, LLC is an advisory business based in Saint Louis, MO. The company has offices in four locations and a total of 460 employees. It controls $31 billion in assets across its 37,339 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 65 charities and foundations. Of its 37,339 customer accounts, 59% are associated with high-net-worth investors who have more than $1 million in assets. Moneta Group Investment Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fee types charged by Moneta Group Investment Advisors, LLC may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 South Brentwood Blvd.
Saint Louis, MO 63105

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Moneta Group Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$30,651,380,206

MO Average: $11,469,110,461
Total Number of Employees

460

MO Average: 458
Total Number of Accounts

37,339

MO Average: 33,415
Average Account Size

$820,895

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Laura Hessel Work History

Laura has been registered as a financial advisor for 13 years.*

2016 - Present (8 years)

Moneta Group Investment Advisors, LLC

2004 - 2016 (12 years)

Moneta Group Investment Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Laura Hessel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Moneta Group Investment Advisors, LLC

Erin Hadary
Saint Louis, MO
Ryan Matteo
Saint Louis, MO
Mark Conrad
Saint Louis, MO
Julie Sward
Saint Louis, MO
Anthony Dorn
Saint Louis, MO
Kyle Luetters
Saint Louis, MO
John Grover
Saint Louis, MO
Megan Rapplean
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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