Alpine Private Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$333

“Clients are charged the basic fee identified in the schedule above plus a monthly Wealth Planning fee of $333 ($4,000 per annum).”

Annual fee

$4,000/yr

From the same sentence as above.

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

How Alpine Private Wealth bills

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

• “Our fees are generally billed monthly, in arrears, based upon the value (market value or fair market value in the absence of market value), of the client's account at the end of the previous billing period.”
• “In the event that the account has contributions or withdrawals during the billing period, this fee shall be adjusted and prorated based on the date of the capital flow and the remaining number of days in the billing period.”

How Alpine Private Wealth’s fees compare

• Its flat or project fee of $333 is below the Missouri median of $3,550. 1% of the 77 other Missouri planners that publish a flat or project fee charge less.
• None of the 4 other planners in Saint Louis that publish a flat or project fee charge less.
• Its annual fee of $4,000 is below the Missouri median of $6,000. 36% of the 45 other Missouri planners that publish an annual fee charge less.
• None of the 4 other planners in Saint Louis that publish an annual fee charge less.

About Alpine Private Wealth

• Firm size: 20 employees.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.6% a year

Clients

265

Employees

20

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$1,453,478,904

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

286072

Website

linkedin.com/company/alpine-private-wealth (opens in new tab)

Phone

(314) 932-1010

Can advise clients in 14 states: Arizona, California, Colorado, Florida, Illinois, Louisiana, Missouri, North Carolina, Nebraska, New York, Oregon, Rhode Island, Tennessee, Texas

Other planners in Saint Louis that publish fees

• 25 FinancialSaint Louis$2,000⁠-⁠$5,000
• Brady Family Wealth, LLCSaint Louis$10,000/yr
• Cwos for HireSaint Louis$200/hr, $750⁠-⁠$4,500
• Herzog Financial Group, LLCSaint Louis$250/hr
• Legatrust Financial Advisors, Inc.Saint Louis$4,500⁠-⁠$20,000, $4,500/yr
• Michael Piper, LLCSaint Louis$400/hr, $7,000

Compare all 13 planners in Saint Louis