Brady Family Wealth, LLC fees and pricing

Financial planner in Saint Louis, Missouri. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 4, 2026, Brady Family Wealth, LLC charges an annual fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $10,000/yr; “There is no minimum fee required for financial planning or consulting services; however financial planning and consulting fees shall generally not exceed $10,000 annually.”

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

“Fees are generally billed in advance each calendar quarter based on the market value of the assets under management/advisement on the last day of the previous calendar quarter.”
“Fees for financial planning and/or consulting services are billed hourly or on a fixed rate in advance.”
“For stand-alone financial planning services, the agreement between Brady Wealth and the client will terminate upon delivery of the plan or completion of the service.”

Its annual fee of $10,000 is above the Missouri median of $6,000. 60% of the 45 other Missouri planners that publish an annual fee charge less.
2 of the 4 other planners in Saint Louis that publish an annual fee charge less.

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: 1.25% a year
Minimum: No minimum stated in brochure
Clients: 108
Employees: 5
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $312,717,507
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 315635
Website: youtube.com/@BradyFamilyWealth (opens in new tab)
Phone: (314) 919-9151

Can advise clients in 4 states: Florida, Illinois, Missouri, Texas

Is something on this page wrong or out of date?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.