Fee-OnlyFinder

% of assets managed in Chesterfield, MO

15 advisers in Chesterfield offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 15

Acropolis Investment Management14567 North Outer Forty Road, Suite 200 · Chesterfield, MO 63017 · (888) 882-0072 · Financial planningCRD 121307 · % of assets, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedBelmont Private Wealth100 Chesterfield Business Parkway, Suite 200 · Chesterfield, MO 63005 · (314) 566-9887 · Financial planningCRD 331436 · % of assets, Fixed fees · $192.1 million AUMSEC registeredNo commissions reportedBrand Asset Management Group, INC.16090 Swingley Ridge Road, Ste 620 · Chesterfield, MO 63017 · (636) 532-7333 · Financial planningCRD 106162 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedBridgewater Asset Management LLC16150 Main Circle Drive, Suite 210 · Chesterfield, MO 63017 · (636) 536-9936 · Financial planningCRD 169832 · % of assets, Hourly charges, Fixed fees · $350.5 million AUMSEC registeredNo commissions reportedCarroll Wealth Management INC.16305 Swingley Ridge Rd, Suite 210 · Chesterfield, MO 63017 · (636) 449-4884 · % of assets managedCRD 152211 · % of assets · $1.9 million AUMState registeredNo commissions reportedClark Financial Services Group, INC.14310 Olive Blvd · Chesterfield, MO 63017 · (314) 469-5000 · Financial planningCRD 110650 · % of assets, Hourly charges · $498.7 million AUMSEC registeredNo commissions reportedFiduciary Tactical Strategies, INC.400 Chesterfield Center, Suite 400 · Chesterfield, MO 63017 · (314) 504-3957 · % of assets managedCRD 110723 · % of assets · $13.4 million AUMState registeredNo commissions reportedMarketriders1 McBride & Son Center Dr., Suite 288 · Chesterfield, MO 63005 · (866) 990-3837 · Financial planningCRD 147963 · % of assets, Subscription fees · $363.0 million AUMSEC registeredNo commissions reportedMbm Wealth Consultants, LLC16401 Swingley Ridge Rd., Suite 450 · Chesterfield, MO 63017 · (636) 274-6262 · Financial planningCRD 169091 · % of assets, Hourly charges, Fixed fees · $476.7 million AUMSEC registeredNo commissions reportedMills Barrington Advisors, LLC.100 Chesterfield Business Parkway, Suite 200 · Chesterfield, MO 63005 · (636) 399-6718 · % of assets managedCRD 169025 · % of assets · $13.9 million AUMState registeredNo commissions reported
Premier Wealth Advisory Services, INC.16100 Chesterfield Pkwy West, Suite 360 · Chesterfield, MO 63017 · (636) 532-7337 · Financial planningCRD 122078 · % of assets · $13.7 million AUMState registeredNo commissions reportedS.p. Parkin & CO16052 Swingley Ridge Road, Suite 105 · Chesterfield, MO 63017 · (314) 434-1995 · Financial planningCRD 116161 · % of assets, Hourly charges · $107.7 million AUMState registeredNo commissions reportedSt. Louis Financial Planners Asset Management, LLC16091 Swingley Ridge Rd., Suite 345 · Chesterfield, MO 63017 · (636) 532-3900 · % of assets managedCRD 106999 · % of assets · $234.0 million AUMSEC registeredNo commissions reportedSyntegra Private Wealth Group LLC14567 N Outer 40 Rd, Ste 225 · Chesterfield, MO 63017 · (314) 802-7232 · Financial planningCRD 323180 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedThousand Wealth Management663 Trade Center Blvd. · Chesterfield, MO 63005 · (636) 532-9004 · Financial planningCRD 298906 · % of assets, Fixed fees · $15.3 million AUMState registeredNo commissions reported