Cauble & Harre Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$10,000/yr

“Clients engaging CHF Wealth will be subject to a minimum fee of $10,000 annually.”

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

How Cauble & Harre Wealth Management, Inc. bills

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

• “Our fees are negotiable and may be waived in whole or in part in certain circumstances in the sole discretion of CHF Wealth.”
• “Billing Portfolio Management Service fees are billed quarterly, in arrears, at the beginning of each calendar quarter based upon the average daily balance of the client's assets under management during the previous quarter.”
• “Clients can request that fees for multiple accounts be allocated on a pro-rata basis and be aggregated and deducted from one or more taxable accounts or may direct the order in which they want accounts applied to the tiered fee structure.”

How Cauble & Harre Wealth Management, Inc.’s fees compare

• 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.
• 9 of the 11 other planners in St. Louis that publish an annual fee charge less.

About Cauble & Harre Wealth Management, Inc.

• Firm size: 4 employees.
• Credentials named in the brochure: CFP® and CFA.
• Founded: 2007 (19 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning

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

Minimum

$10,000 minimum fee (stated in brochure)

Clients

104

Employees

4

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$300,624,293

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

143812

Website

linkedin.com/company/chfwealth (opens in new tab)

Phone

(314) 576-1112

Can advise clients in 7 states: California, Florida, Illinois, Missouri, New Mexico, Texas, Wyoming

Other planners in St. Louis that publish fees

• Adk Wealth Advisory GroupSt. Louis$250⁠-⁠$4,000
• Aquilant AdvisorsSt. Louis$250/hr
• Claris Advisors, LLCSt. Louis$500⁠-⁠$5,000
• Compton Advisors, LLCSt. Louis$500/qtr
• Cratero Capital LLCSt. Louis$100⁠-⁠$500/mo, $1,200⁠-⁠$6,000/yr
• Fiduciary Advisors, Inc.St. Louis$100⁠-⁠$300/hr, $2,500/yr

Compare all 44 planners in St. Louis