Dew Wealth Strategies, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$10,000⁠-⁠$25,000/yr

“Our standard fees for these services are charged based on a fixed annual fee ranging from $10,000 to $25,000 and are charged quarterly in advance, based upon the net value of the assets in the client account on the last business day of the previous quarter, pro-rated for additions and withdrawals.”

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

How Dew Wealth Strategies, LLC bills

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

• “The portfolio management services fee will be prorated for periods less than a full calendar quarter based on the number of days remaining in the initial calendar quarter following the deposit of the client’s assets in the managed account.”
• “Client negotiated flat annual fee arrangements will be billed quarterly in advance in equal installments.”
• “All billed and invoiced quarterly fees are due and payable within thirty (30) days.”

How Dew Wealth Strategies, LLC’s fees compare

• Its annual fee of $10,000-$25,000 is above the Missouri median of $6,000. 89% of the 45 other Missouri planners that publish an annual fee charge less.

About Dew Wealth Strategies, LLC

• Firm size: 2 employees.
• Founded: 2002 (24 years).

Planning areas mentioned in the brochure

• 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% a year

Clients

42

Employees

2

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services

Assets managed

$94,680,035

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

118996

Website

dewwealthstrategies.com (opens in new tab)

Phone

(314) 862-1500

Other planners in Clayton that publish fees

• Correct Capital Wealth Management, LLCClayton$250/hr, $2,500⁠-⁠$10,000
• 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

Compare all 9 planners in Clayton