Cedarmill Financial fees and pricing
Financial planner in Chesterfield, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Cedarmill Financial charges $150 an hour, a flat or project fee of $200-$500, and an annual fee of $600-$3,600 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“For small business CFO or advisory services, and certain one-time financial planning engagements, Cedarmill charges an hourly fee of $150, billed monthly in arrears based on the Cedarmill Financial Page 5 time spent during the month.”
- Flat or project fee
- $200-$500
“Clients that also want to engage Cedarmill for financial planning and goal setting services, will pay a one-time onboarding fee that ranges from $200 to $500 (invoiced after the onboarding process is complete) plus a fixed fee that ranges from $600 to $3,600 per year depending on the scope and complexity of the…”
- Annual fee
- $600-$3,600/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cedarmill Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New account fees will be prorated from the inception of the account to the end of the first quarter.”
- “The onboarding fee is due when invoiced.”
- “The fixed fee is payable monthly or quarterly in advance or arrears as agreed with the client.”
How Cedarmill Financial’s fees compare
- Its hourly rate of $150 is below the Missouri median of $250. 5% of the 88 other Missouri planners that publish an hourly rate charge less.
- None of the 4 other planners in Chesterfield that publish an hourly rate charge less.
- Its flat or project fee of $200-$500 is below the Missouri median of $3,550. 3% of the 77 other Missouri planners that publish a flat or project fee charge less.
- None of the 3 other planners in Chesterfield that publish a flat or project fee charge less.
- Its annual fee of $600-$3,600 is below the Missouri median of $6,000. 22% of the 45 other Missouri planners that publish an annual fee charge less.
About Cedarmill Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2024 (2 years).
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
- 0.4% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 326357
- Phone
- (314) 254-1586
Other planners in Chesterfield that publish fees
- Bridgewater Asset Management LLCChesterfield$500/hr, $10,000
- MBM Wealth Consultants, LLCChesterfield$150/hr, $1,000-$5,000
- S.p. Parkin & CoChesterfield$150-$200/hr
- Syntegra Private Wealth Group LLCChesterfield$500-$10,000/yr
- Thousand Wealth ManagementChesterfield$2,000
- Yu Financial Advice, LLCChesterfield$250/hr, $150-$999/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.