80/20 Financial Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$240/hr

“Our hourly fee is $240; the number of hours will vary depending on the time we spend collecting the client’s information, performing analysis and research of the assorted topics, and presenting to our client.”

Flat or project fee

$1,000⁠-⁠$7,000

“Our fixed fee ranges from $1,000 to $7,000, depending on the nature and complexity of each client’s individual circumstances and the scope of services provided.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 80/20 Financial Services bills

Payment and refund terms, quoted from the fee section of the brochure.

• “We collect a portion of our fee upfront upon engagement of the financial planning agreement and we collect the balance upon delivery of the financial plan or service.”
• “The fees are negotiable and agreed to at the time of engagement.”
• “The client may choose to be invoiced and pay for financial planning services by check.”

How 80/20 Financial Services’ fees compare

• Its hourly rate of $240 is below the Missouri median of $250. 39% of the 88 other Missouri planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$7,000 spans the Missouri median of $3,550. 52% of the 77 other Missouri planners that publish a flat or project fee charge less.

About 80/20 Financial Services

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

36

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$33,118,360

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

300772

Website

8020financialservices.com (opens in new tab)

Phone

(417) 294-5277

Other planners in Missouri that publish fees

• 25 FinancialSaint Louis$2,000⁠-⁠$5,000
• 360 IraSt. Charles$99⁠-⁠$10,000
• Adk Wealth Advisory GroupSt. Louis$250⁠-⁠$4,000
• Alpine Private WealthSaint Louis$333, $4,000/yr
• Aquilant AdvisorsSt. Louis$250/hr
• Beacon Financial Advisors, LLCIndependence$250/hr

Compare all 222 planners in Missouri