Correct Capital Wealth Management, LLC fees and pricing
Financial planner in Clayton, Missouri. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 27, 2026, Correct Capital Wealth Management, LLC charges $250 an hour and a flat or project fee of $2,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“In the event you terminate your Financial Planning Agreement before your Plan is delivered, we will bill you for the time spent in preparing your Plan based on an hourly rate not to exceed $250/hr.”
- Flat or project fee
- $2,500-$10,000
“Financial Planning fees range from $2,500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Correct Capital Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the average daily balance of the account(s) during the previous quarter.”
- “New accounts are billed at the end of the quarter in which assets are transferred based on the quarter end balance.”
- “If assets in excess of $10,000 are deposited into or withdrawn from an account after the inception of a billing period, the fee payable with respect to such assets is adjusted to reflect the interim change in portfolio value.”
How Correct Capital Wealth Management, 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.
- None of the 3 other planners in Clayton that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$10,000 spans the Missouri median of $3,550. 73% of the 77 other Missouri planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Clayton that publish a flat or project fee charge less.
About Correct Capital Wealth Management, LLC
- Firm size: 12 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 431
- Employees
- 12
- 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, pension consulting, and selecting other advisers
- Assets managed
- $889,349,809
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298774
- Phone
- (314) 930-4015
Can advise clients in 13 states: Arizona, California, Colorado, Florida, Illinois, Kansas, Louisiana, Missouri, North Carolina, Nebraska, New York, Texas, Virginia
Other planners in Clayton that publish fees
- Dew Wealth Strategies, LLCClayton$10,000-$25,000/yr
- Parkwoods Wealth Partners, LLCClayton$300/hr, $10,000
- Ten Peaks Partners L.L.C.Clayton$250/hr
- Virtual Investment Planning LLCClayton$250/hr, $250-$2,000
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.