Biy Financial, LLC fees and pricing
Financial planner in Jefferson City, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 11, 2026, Biy Financial, LLC charges $250 an hour and an annual fee of $900 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“- 4- FINANCIAL CONSULTING BIY charges an hourly fee of $250 per hour for financial consulting.”
- Annual fee
- $900/yr
“FINANCIAL WELLNESS PROGRAM BIY charges a negotiable annual fee of $900 for the financial wellness program.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Biy Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
- “The fees will be billed quarterly in arrears.”
How Biy Financial, LLC’s fees compare
- Its hourly rate of $250 matches the Missouri median of $250. 40% of the 88 other Missouri planners that publish an hourly rate charge less.
- Its annual fee of $900 is below the Missouri median of $6,000. 4% of the 45 other Missouri planners that publish an annual fee charge less.
About Biy Financial, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
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
- 1% a year
- Clients
- 30
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $7,723,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338871
- Phone
- (573) 291-3294
Other planners in Jefferson City that publish fees
- MVK Financial Planning, LLCJefferson City$90-$150/hr
- 25 FinancialSaint Louis$2,000-$5,000
- 360 IraSt. Charles$99-$10,000
- 80/20 Financial ServicesOzark$240/hr, $1,000-$7,000
- Adk Wealth Advisory GroupSt. Louis$250-$4,000
- Alpine Private WealthSaint Louis$333, $4,000/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.