Family Investment Center fees and pricing
Financial planner in Saint Joseph, Missouri. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 26, 2026, Family Investment Center charges an annual fee of $2,000-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,000-$30,000/yr
“The first year’s annual fee ranges from $2,000 to $30,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Family Investment Center bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If you cancel, any pre‐paid fees will be refunded to you on a pro‐rated basis, if the refund exceeds ten dollars.”
- “Fees are payable monthly, quarterly, or semi-annually in advance.”
How Family Investment Center’s fees compare
- Its annual fee of $2,000-$30,000 spans the Missouri median of $6,000. 87% of the 45 other Missouri planners that publish an annual fee charge less.
About Family Investment Center
- Firm size: 20 employees.
- Credentials named in the brochure: CFP®, CPA, EA, and CFA.
- Founded: 1962 (64 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
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
- 873
- Employees
- 20
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, newsletters and publications, and educational seminars and workshops
- Assets managed
- $689,320,394
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 113799
- Phone
- (816) 233-4100
Can advise clients in 18 states: Alabama, Arizona, California, Colorado, Florida, Georgia, Iowa, Indiana, Kansas, Louisiana, Missouri, North Carolina, Nebraska, New Hampshire, Texas, Utah, Virginia, Wisconsin
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
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.