Cwos for Hire fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $200.00 per hour.”

Flat or project fee

$750⁠-⁠$4,500

“The fixed fee can range between $750 and $4,500, depending on the complexity of the situation and the needs of the client.”

Monthly fee

$375⁠-⁠$2,000/mo

“The ongoing monthly fee, due in advance, can range from $375 and $2,000, depending upon the complexity of the client’s needs.”

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

How Cwos for Hire bills

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

• “An account may be terminated with written notice at least 15 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
• “Upon termination of the Agreement, the fee will be prorated, and any unearned fee, if applicable, will be refunded to the client.”

How Cwos for Hire’s fees compare

• Its hourly rate of $200 is below the Missouri median of $250. 19% of the 88 other Missouri planners that publish an hourly rate charge less.
• None of the 2 other planners in Saint Louis that publish an hourly rate charge less.
• Its flat or project fee of $750-$4,500 spans the Missouri median of $3,550. 29% of the 77 other Missouri planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Saint Louis that publish a flat or project fee charge less.

About Cwos for Hire

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2016 (10 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

1.5% a year

Clients

59

Employees

1

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

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

Assets managed

$46,012,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282564

Website

twitter.com/davezaegel (opens in new tab)

Phone

(314) 807-9870

Other planners in Saint Louis that publish fees

• 25 FinancialSaint Louis$2,000⁠-⁠$5,000
• Alpine Private WealthSaint Louis$333, $4,000/yr
• Brady Family Wealth, LLCSaint Louis$10,000/yr
• Herzog Financial Group, LLCSaint Louis$250/hr
• Legatrust Financial Advisors, Inc.Saint Louis$4,500⁠-⁠$20,000, $4,500/yr
• Michael Piper, LLCSaint Louis$400/hr, $7,000

Compare all 13 planners in Saint Louis