Fee-OnlyFinder

% of assets managed in Clayton, MO

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

All 13

Argent Capital Management LLC100 South Brentwood Blvd., Suite 110 · Clayton, MO 63105 · (314) 725-6000 · % of assets managedCRD 107930 · % of assets, Performance-based fees · $4.0 billion AUMSEC registeredNo commissions reportedAsset Consulting Group, LLC231 South Bemiston Avenue, 14th Floor · Clayton, MO 63105 · (314) 862-4848 · Flat / fixed feesCRD 107574 · % of assets, Fixed fees, Performance-based fees · $1.1 billion AUMSEC registeredNo commissions reportedBristol Financial LLC7701 Forsyth, Suite 720 · Clayton, MO 63105 · (314) 925-3008 · Financial planningCRD 281246 · % of assets, Performance-based fees, Other · $84.0 million AUMState registeredNo commissions reportedClarity Financial Planners168 N. Meramec Avenue, Suite 150 · Clayton, MO 63105 · (314) 548-2260 · Financial planningCRD 277114 · % of assets · $132.5 million AUMSEC registeredNo commissions reportedCorrect Capital Wealth Management, LLC130 S Bemiston Avenue, Suite 602 · Clayton, MO 63105 · (314) 930-4015 · Financial planningCRD 298774 · % of assets, Fixed fees · $889.3 million AUMSEC registeredNo commissions reportedDew Wealth Strategies, LLC101 South Hanley Rd., Suite 725 · Clayton, MO 63105 · (314) 862-1500 · Financial planningCRD 118996 · % of assets, Hourly charges, Fixed fees · $94.7 million AUMState registeredNo commissions reportedElite Investment Advisors, LLC889 S. Brentwood Blvd. · Clayton, MO 63105 · (314) 983-0036 · Hourly feesCRD 118389 · % of assets, Hourly charges, Fixed fees · $2.3 million AUMState registeredNo commissions reportedFoundation Wealth Management, LLC168 N. Meramec Ave, Suite 100 · Clayton, MO 63105 · (314) 726-6789 · Financial planningCRD 127134 · % of assets, Fixed fees · $660.6 million AUMSEC registeredNo commissions reportedMeramec Financial Planners, LLC7911 Forsyth Blvd., Suite 200 · Clayton, MO 63105 · (314) 579-3295 · Financial planningCRD 335112 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedParkwoods Wealth Partners, LLC222 South Central Avenue, Suite 500 · Clayton, MO 63105 · (877) 278-2716 · Financial planningCRD 331565 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reported
Smith Moore & CO.7777 Bonhomme Avenue, Suite 2400 · Clayton, MO 63105 · (314) 727-5225 · Financial planningCRD 3441 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reportedTen Peaks Partners L.L.C.7777 Bonhomme Ave, Suite 1800 · Clayton, MO 63105 · (888) 762-7145 · Financial planningCRD 169364 · % of assets, Hourly charges · $108.6 million AUMSEC registeredNo commissions reportedVista Finance, LLC100 South Brentwood, Suite 350 · Clayton, MO 63105 · (314) 518-5240 · Financial planningCRD 312082 · % of assets, Fixed fees · $320.0 million AUMSEC registeredNo commissions reported