Fiduciary Advisors, Inc. fees and pricing
Financial planner in St. Louis, Missouri. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Fiduciary Advisors, Inc. charges $100-$300 an hour and an annual fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$300/hr
“Alternatively, the fee may be assessed on an hourly basis, ranging from $100 to $300 per hour or on an agreed upon fixed fee.”
- Annual fee
- $2,500/yr
“Fiduciary Advisors will charge an annual fee based on the amount of the client’s assets, as set forth in the fee schedule below, or a minimum annual fee of $2,500 per portfolio will be charged for this service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fiduciary Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees will be billed quarterly in arrears, based on the market value of each client account as of the last day of the quarter.”
- “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”
- “For company sponsored retirement plans, Fiduciary Advisors is authorized to invoice the 6 record keeper or third party administrator directly for our fees.”
How Fiduciary Advisors, Inc.’s fees compare
- Its hourly rate of $100-$300 spans the Missouri median of $250. 19% of the 88 other Missouri planners that publish an hourly rate charge less.
- 1 of the 12 other planners in St. Louis that publish an hourly rate charge less.
- Its annual fee of $2,500 is below the Missouri median of $6,000. 27% of the 45 other Missouri planners that publish an annual fee charge less.
- 4 of the 11 other planners in St. Louis that publish an annual fee charge less.
About Fiduciary Advisors, Inc.
- Firm size: 4 employees.
- Registered as an adviser: 2000 (26 years).
Planning areas mentioned in the brochure
- Retirement planning
- 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
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 107
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $2,104,938,989
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108239
- Phone
- (314) 726-5150
Other planners in St. Louis that publish fees
- Adk Wealth Advisory GroupSt. Louis$250-$4,000
- Aquilant AdvisorsSt. Louis$250/hr
- Cauble & Harre Wealth Management, Inc.St. Louis$10,000/yr
- Claris Advisors, LLCSt. Louis$500-$5,000
- Compton Advisors, LLCSt. Louis$500/qtr
- Cratero Capital LLCSt. Louis$100-$500/mo, $1,200-$6,000/yr
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.