Durham Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Financial planning services are offered based on an hourly rate of $200 per hour.”

Flat or project fee

$200⁠-⁠$5,000

“Financial planning services are offered based on a negotiable flat fee ranging between $200 and $5,000 based on the complexity of the plan and the client’s needs.”

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

How Durham 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 amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Client may cancel within five (5) business days of signing Agreement for a full refund.”

How Durham Wealth Management, LLC’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.
• Its flat or project fee of $200-$5,000 spans the Missouri median of $3,550. 27% of the 77 other Missouri planners that publish a flat or project fee charge less.

About Durham Wealth Management, LLC

• 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

2% a year

Clients

81

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$27,635,161

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

284264

Phone

(636) 294-7750

Can advise clients in 2 states: Illinois, Missouri

Other planners in Missouri that publish fees

• 25 FinancialSaint Louis$2,000⁠-⁠$5,000
• 360 IraSt. Charles$99⁠-⁠$10,000
• 80/20 Financial ServicesOzark$240/hr, $1,000⁠-⁠$7,000
• Adk Wealth Advisory GroupSt. Louis$250⁠-⁠$4,000
• Alpine Private WealthSaint Louis$333, $4,000/yr
• Aquilant AdvisorsSt. Louis$250/hr

Compare all 222 planners in Missouri