Fee-OnlyFinder

Flat / fixed fees in St. Louis, MO

45 advisers in St. Louis offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 45

Adk Wealth Advisory Group12935 North Outer Forty Road, Suite 101 · St. Louis, MO 63141 · (314) 878-1489 · Financial planningCRD 175085 · % of assets, Hourly charges, Fixed fees · $768.5 million AUMSEC registeredNo commissions reportedAnderson Hoagland & CO9811 South Forty Drive, Suite 200 · St Louis, MO 63124 · (314) 726-2107 · Financial planningCRD 105157 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedB.e.s.t. Wealth Management LLC10880 Baur Blvd, Suite 104 · St. Louis, MO 63132 · (314) 801-1324 · Financial planningCRD 160920 · % of assets, Hourly charges, Fixed fees · $58.4 million AUMState registeredNo commissions reportedBaldwin Wealth Management, LLC225 South Meramec Avenue, Suite 500 a · St. Louis, MO 63105 · (314) 395-3648 · Flat / fixed feesCRD 154633 · % of assets, Fixed fees · $71.3 million AUMState registeredNo commissions reportedBenjamin F. Edwards & Company, IncorporatedOne North Brentwood Boulevard, Suite 850 · St. Louis, MO 63105 · (314) 726-1600 · Financial planningCRD 146936 · % of assets, Hourly charges, Fixed fees · $18.9 billion AUMSEC registeredNo commissions reportedBenjamin F. Edwards Wealth Management, LLCOne North Brentwood, Suite 850 · St. Louis, MO 63105 · (314) 726-1600 · Financial planningCRD 297750 · % of assets, Hourly charges, Fixed fees · $705.4 million AUMSEC registeredNo commissions reportedBreiter Wealth Management, LLC2 Cityplace Drive, Suite 200 · St. Louis, MO 63141 · (636) 373-9300 · Financial planningCRD 342447 · % of assets, Hourly charges, Fixed fees · $72.3 million AUMSEC registeredNo commissions reportedCauble & Harre Wealth Management, INC.12977 North 40 Drive, Suite 213 · St. Louis, MO 63141 · (314) 576-1112 · Financial planningCRD 143812 · % of assets, Hourly charges, Fixed fees · $300.6 million AUMSEC registeredNo commissions reportedClaris Advisors, LLC800 Market Street, Suite 500 · St. Louis, MO 63101 · (314) 655-5504 · Financial planningCRD 117734 · % of assets, Hourly charges, Fixed fees · $911.1 million AUMSEC registeredNo commissions reportedClayton Financial Group, LLC165 North Meramec Suite 130 · St. Louis, MO 63105 · (314) 446-3250 · Financial planningCRD 226729 · % of assets, Fixed fees · $793.8 million AUMSEC registeredNo commissions reported
Cratero Capital LLC3636 S, Geyer Rd, Suite 100 · St. Louis, MO 63127 · (314) 606-1895 · Financial planningCRD 317496 · % of assets, Fixed fees · $2.7 million AUMState registeredNo commissions reportedDetalus Advisors, LLC383 Marshall Avenue · St. Louis, MO 63119 · (314) 997-3191 · Financial planningCRD 117958 · % of assets, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedDuncker Streett & CO.8000 Maryland, Suite 1100 · St. Louis, MO 63105 · (314) 726-2600 · Flat / fixed feesCRD 110828 · % of assets, Fixed fees · $707.3 million AUMSEC registeredNo commissions reportedEdward Jones12555 Manchester Rd · St. Louis, MO 63131 · (314) 515-2000 · Financial planningCRD 250 · % of assets, Fixed fees, Other · $1013.6 billion AUMSEC registeredNo commissions reportedFiduciary Advisors, INC.12813 Flushing Meadows Dr, Suite 280 · St. Louis, MO 63131 · (314) 726-5150 · Financial planningCRD 108239 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedFinancial & Tax Architects, LLC12412 Powerscourt Drive, Suite 25 · St. Louis, MO 63131 · (314) 858-1122 · Financial planningCRD 119169 · % of assets, Fixed fees · $506.2 million AUMSEC registeredNo commissions reportedFocus Advisor Solutions, LLC190 Carondelet Plaza, Suite 600 · St. Louis, MO 63105 · (314) 725-0455 · Financial planningCRD 143319 · % of assets, Fixed fees, Other · $41.5 billion AUMSEC registeredNo commissions reportedFocus Partners Wealth, LLC190 Carondelet Plaza, Suite 600 · St. Louis, MO 63105 · (314) 725-0455 · Financial planningCRD 159289 · % of assets, Hourly charges, Fixed fees · $181.9 billion AUMSEC registeredNo commissions reportedFortify Wealth, INC.106 W. Madison Avenue, Suite 240 · St. Louis, MO 63122 · (314) 726-0055 · Financial planningCRD 297433 · % of assets, Hourly charges, Fixed fees · $115.0 million AUMSEC registeredNo commissions reportedGuardian Investment Management, LLC3636 S. Geyer Road, Suite 100 · St. Louis, MO 63127 · (314) 797-4347 · Financial planningCRD 330612 · % of assets, Hourly charges, Fixed fees · $14.5 million AUMState registeredNo commissions reportedHeisner Financial, LLC11627 Gravois Rd · St.louis, MO 63126 · (314) 231-3140 · Financial planningCRD 112989 · % of assets, Hourly charges, Fixed fees · $40.4 million AUMState registeredNo commissions reportedHill Investment Group190 Carondelet Plaza, Suite 1475 · St. Louis, MO 63105 · (314) 448-4023 · Financial planningCRD 312052 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedHynes Advisory Group LLC9920 Watson Road, Suite 107 · St Louis, MO 63126 · (314) 858-1335 · Financial planningCRD 145731 · % of assets, Hourly charges, Fixed fees · $12.8 million AUMState registeredNo commissions reportedIfg Advisors, LLC10560 Old Olive Street Road, Suite 250 · St. Louis, MO 63141 · (314) 569-0500 · Financial planningCRD 172329 · % of assets, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedJag Capital Management LLC1610 Des Peres Rd, Ste 120 · St. Louis, MO 63131 · (314) 997-1277 · Financial planningCRD 159227 · % of assets, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedKrilogy275 N. Lindbergh, Ste. 20 · St. Louis, MO 63141 · (314) 884-2800 · Financial planningCRD 149046 · % of assets, Hourly charges, Fixed fees · $5.2 billion AUMSEC registeredNo commissions reportedMatter Family Office8001 Forsyth Blvd, Suite 950 · St Louis, MO 63105 · (314) 862-5190 · Financial planningCRD 106806 · % of assets, Fixed fees · $3.8 billion AUMSEC registeredNo commissions reportedMindful Wealth5431 Chippewa St · St. Louis, MO 63109 · (407) 508-9908 · Financial planningCRD 284177 · % of assets, Hourly charges, Fixed fees · $36.4 million AUMState registeredNo commissions reportedModern Dollar Planning, LLC1807 Park Avenue · St. Louis, MO 63104 · (314) 827-5852 · Financial planningCRD 174695 · Fixed fees · $159.1 million AUMSEC registeredNo commissions reportedMoneta Group Investment Advisors, LLC190 Carondelet Plaza, Suite 1200 · St. Louis, MO 63105 · (314) 726-2300 · Financial planningCRD 104727 · % of assets, Hourly charges, Fixed fees · $50.5 billion AUMSEC registeredNo commissions reportedNisa Investment Advisors, LLC7676 Forsyth Blvd Suite 1100 · St. Louis, MO 63105 · (314) 721-1900 · Flat / fixed feesCRD 107313 · % of assets, Fixed fees, Performance-based fees · $343.9 billion AUMSEC registeredNo commissions reportedPrecision Wealth Strategies, LLC4622 Macklind Ave · St. Louis, MO 63109 · (314) 994-6460 · Financial planningCRD 299827 · % of assets, Hourly charges, Fixed fees · $711.0 million AUMSEC registeredNo commissions reportedProfusion Private Wealth7711 Bonhomme Ave, Ste 600 · St. Louis, MO 63105 · (314) 441-6107 · Financial planningCRD 167003 · % of assets, Fixed fees, Performance-based fees · $175.7 million AUMSEC registeredNo commissions reportedRbf Wealth Advisors680 Craig Road, Suite 201 · St. Louis, MO 63141 · (314) 997-1652 · Financial planningCRD 104771 · % of assets, Hourly charges, Fixed fees · $716.1 million AUMSEC registeredNo commissions reportedRising Tide Wealth Advisory Solutions LLC2 Cityplace Drive, 2nd Floor · St. Louis, MO 63141 · (314) 210-7814 · Financial planningCRD 319630 · % of assets, Hourly charges, Subscription fees · $19.2 million AUMState registeredNo commissions reportedRogers Consulting Associates, INC.121 Hunter Ave, Suite 100 · St. Louis, MO 63124 · (314) 721-4443 · Financial planningCRD 169931 · % of assets, Hourly charges, Fixed fees · $94.8 million AUMState registeredNo commissions reportedRubinbrown Advisors LLC7676 Forsyth Blvd., Suite 2100 · St. Louis, MO 63105 · (314) 290-3300 · Financial planningCRD 116909 · % of assets, Hourly charges, Fixed fees · $3.9 billion AUMSEC registeredNo commissions reportedSeverin Investments LLC211 North Broadway, Suite 2925 · St. Louis, MO 63102 · (314) 983-2707 · Financial planningCRD 166567 · % of assets, Hourly charges, Fixed fees · $141.9 million AUMSEC registeredNo commissions reportedSmart Steps Wealth Management LLC3636 S Geyer Road, Suite 100 · St. Louis, MO 63127 · (314) 970-2377 · Financial planningCRD 330411 · % of assets, Hourly charges, Fixed fees · $81.5 million AUMState registeredNo commissions reportedStonebridge Financial Group, LLC3770 South Lindbergh Boulevard, Suite 102 · St. Louis, MO 63127 · (314) 729-9500 · Financial planningCRD 337972 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reportedSunpointe Investments8301 Maryland Avenue, Suite 300 · St. Louis, MO 63105 · (314) 880-0821 · Financial planningCRD 282505 · % of assets, Fixed fees · $790.7 million AUMSEC registeredNo commissions reportedTerrance P Davis Cpa/pfs8460 Watson Road, Suite 225 · St. Louis, MO 63119 · (314) 963-9998 · Financial planningCRD 118598 · Hourly charges, Fixed fees · $91.0 million AUMState registeredNo commissions reportedThe Private Family Advisors, LLC2001 S. Big Bend Blvd · St. Louis, MO 63117 · (314) 365-3941 · Financial planningCRD 285617 · % of assets, Fixed fees · $82.4 million AUMState registeredNo commissions reportedTrinity Wealth Advisors LLC132 W Washington Ave Suite 200 · St. Louis, MO 63122 · (314) 966-0033 · Financial planningCRD 109452 · % of assets, Hourly charges, Fixed fees · $281.5 million AUMSEC registeredNo commissions reportedVisionary Wealth Advisors, LLC1401 South Brentwood Boulevard, Suite 700 · St. Louis, MO 63144 · (314) 764-2727 · Financial planningCRD 169610 · % of assets, Hourly charges, Fixed fees · $3.5 billion AUMSEC registeredNo commissions reported