Aperture Financial fees
Financial planner in Wildwood, Missouri. Registered with state securities regulators.
Aperture Financial (Wildwood, MO) listed $150-$400 an hour and a flat or project fee of $1,500-$4,000 for financial planning in a Form ADV Part 2A brochure dated December 10, 2023, which is more than 18 months old.
with up to 3 other firms
Published fees
Old brochure. These fees come from a brochure dated December 2023, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.
Quoted from the firm's Form ADV Part 2A brochure, filed December 10, 2023. Fees can change.
- Hourly rate
- $150-
$400/hr “Hourly fees range from $150 - $400 per hour, depending on what is negotiated between Aperture and the client.”
- Flat or project fee
- $1,500-
$4,000 “Fixed fees for longer-term consulting projects range from $1,500 to $4,000 per project.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
From the December 2023 brochure
- Also charges a % of assets
- Yes
- Minimum
- The brochure says there is no minimum
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How Aperture Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management – Fees are charged quarterly in advance and are based primarily on asset size and the level of complexity of the services provided.”
- “Fees for the initial quarter will be prorated based upon the number of calendar days in the calendar quarter that the advisory agreement is in effect.”
- “Fees are charged in advance on a quarterly basis, meaning that advisory fees for a quarter are charged on the first day of the quarter.”
About Aperture Financial
- Principal: Devon Flushing
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of December 10, 2023
- CRD number
- 329481 (opens in new tab)
- Phone
- (314) 686-8637
More planners in Missouri that publish fees
- JKD FinancialSpringfieldHourly $250/hr, Flat $2,500
- Oakview Wealth Solutions LLCSt. CharlesHourly $180/hr
- Your Financial PartnershipLee's SummitHourly $200-$500/hr, Flat $1,500-$15,000
- Pillar Financial PlanningRaymoreHourly $250/hr, Monthly $250/mo
- Summit Vision Financial, LLCRock PortHourly $150/hr, Flat $500-$10,000
- Halyard Financial, LLCSt. LouisHourly $300/hr
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.