Adk Wealth Advisory Group fees and pricing
Financial planner in St. Louis, Missouri. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 16, 2026, Adk Wealth Advisory Group charges a flat or project fee of $250-$4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $250-$4,000
“Fixed fees range from $250 to $4,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Adk Wealth Advisory Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for such services are negotiable and detailed in the Client Consulting Agreement.”
- “Fees for such services are negotiable and detailed in the Client Consulting Agreement.”
- “The firm’s annual investment advisory fee (“Account Fee”) shall be based upon a percentage (%) of the market value and type of assets placed under the firm’s management to be charged quarterly in advance, and ADK IARs may at their discretion negotiate a fee.”
How Adk Wealth Advisory Group’s fees compare
- Its flat or project fee of $250-$4,000 spans the Missouri median of $3,550. 25% of the 77 other Missouri planners that publish a flat or project fee charge less.
- 2 of the 13 other planners in St. Louis that publish a flat or project fee charge less.
About Adk Wealth Advisory Group
- Firm size: 13 employees.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- Highest asset based fee in brochure
- 2.5% a year
- Minimum
- $10,000 in assets (stated in brochure)
- Clients
- 1,195
- Employees
- 13
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $768,487,798
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 175085
- Phone
- (314) 878-1489
Can advise clients in 24 states: Arkansas, Arizona, California, Colorado, Florida, Iowa, Illinois, Indiana, Kansas, Michigan, Minnesota, Missouri, North Carolina, Nebraska, New Hampshire, New Mexico, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Vermont, Washington, Wisconsin
Other planners in St. Louis that publish fees
- Aquilant AdvisorsSt. Louis$250/hr
- Cauble & Harre Wealth Management, Inc.St. Louis$10,000/yr
- Claris Advisors, LLCSt. Louis$500-$5,000
- Compton Advisors, LLCSt. Louis$500/qtr
- Cratero Capital LLCSt. Louis$100-$500/mo, $1,200-$6,000/yr
- Fiduciary Advisors, Inc.St. Louis$100-$300/hr, $2,500/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.