B.E.S.T. Wealth Management LLC fees
Financial planner in St. Louis, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 9, 2026, B.E.S.T. Wealth Management LLC (St. Louis, MO) charges $250 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change.
- Hourly rate
- $250/hr
Matches the Missouri median of $250; 39% of the 46 other planners in Missouri that publish an hourly rate charge less. 1 of the 6 other planners in St. Louis charges less.
“For additional consulting services not covered in the initial written financial plan, we offer hourly engagements where we charge a fee of $250 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2012 (14 years)
How B.E.S.T. Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Negotiable fees are primarily based on the amount of assets managed and the complexity of servicing the relationship.”
- “Fees are calculated quarterly or monthly, in arrears.”
- “Negotiable fees are primarily based on the size and complexity of the Plan.”
About B.E.S.T. Wealth Management LLC
- Founded: 2009 (17 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 111
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
- Assets managed
- $58.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of July 9, 2026
- CRD number
- 160920 (opens in new tab)
- Phone
- (314) 801-1324
Other planners in St. Louis that publish fees
- Precision Wealth Strategies, LLCSt. LouisHourly up to $250/hr, Flat up to $20,000
- Plancorp, LLCSt. LouisFlat up to $40,000
- Modern Dollar Planning, LLCSt. LouisQuarterly $1,000-$10,000/qtr
- Halyard Financial, LLCSt. LouisHourly $300/hr
- Rising Tide Wealth Advisory Solutions LLCSt. LouisHourly $500/hr, Quarterly $100-$3,000/qtr
- Alpine Private WealthSt. LouisMonthly $333/mo
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.