Claris Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“Financial planning fees will be charged as a fixed fee ranging from $500 to $5,000 depending on the nature and complexity of each client’s circumstances and the complexity of the plan.”

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

How Claris Advisors, LLC bills

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

• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of first trade).”
• “These services are billed to the client after services are rendered.”

How Claris Advisors, LLC’s fees compare

• Its flat or project fee of $500-$5,000 spans the Missouri median of $3,550. 30% of the 77 other Missouri planners that publish a flat or project fee charge less.
• 4 of the 13 other planners in St. Louis that publish a flat or project fee charge less.

About Claris Advisors, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Insurance analysis
• Cash flow and budgeting

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

1.85% a year

Minimum

$250,000 in assets (stated in brochure)

Clients

322

Employees

3

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, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services

Assets managed

$911,128,071

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

117734

Website

claris-advisors.com (opens in new tab)

Phone

(314) 655-5504

Can advise clients in 8 states: California, Florida, Illinois, Kansas, Louisiana, Missouri, Oregon, Texas

Other planners in St. Louis that publish fees

• Adk Wealth Advisory GroupSt. Louis$250⁠-⁠$4,000
• Aquilant AdvisorsSt. Louis$250/hr
• Cauble & Harre Wealth Management, Inc.St. Louis$10,000/yr
• 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