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.
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Reviews
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24 reviews
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- CPChris Paplanus5 days ago5.0I 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!