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.
📍 Based in St. Louis, MO, we proudly serve clients locally and virtually.
Location
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Reviews
5.0
21 reviews
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- PHPeggy Huebner5 days ago5.0I 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!
- JBJoan BickAug 28, 20255.0Hummert Financial has given me excellent financial guidance for many years. He makes wise, informed investment decisions, and the care and kindness in helping me meet my needs are outstanding! He listens, explains, and looks out for my needs and concerns. I have security and peace of mind thanks to Dan Hummert. 🌻. I’m so blessed to be working with him.
- ZGZach GartonAug 19, 20255.0Dan has taken care of my parent’s finances for a long time. He’s very kind and helpful. Goes over and beyond to make sure his clients are happy. Thank you for all you have done for them over the years.
- KEKristen Reed EdensAug 19, 20255.05 stars aren't enough for Dan and all the excellent service he provides! I met him in 2010 at a networking event. I was in need of financial guidance following a divorce and the struggles associated with the current recession. From the start, Dan was personable, professional, and extremely knowledgeable. He helped me with all aspects of financial planning, including retirement planning and investment management. He was particulary valuable following the death of my mother and working through the financial challenges with her estate. Dan has been instrumental in working with my accountant to ensure all my business finances are aligned and best suited for my needs. Lastly, Dan helped with my own estate planning by coordinating with my attorney to make sure all was aligned perfectly. Dan's experience and expertise, has saved me from lots of tears, confusion, and frustration. Don't go far (in life or business) without Dan Hummert on your team! If you are seeking a St. Louis financial advisor, I highly recommend Dan Hummert!
- KKKurtAug 11, 20255.0I have known Dan for close to 60 years and have invested with him since 2010. He is knowledgeable, trustworthy and always has our best interests in mind when handling our investments. Dan will take the time to listen to your questions or concerns and will come up with a plan to meet your needs. An all around great guy that you can trust.