PlannerFees

Financial Planning Associates, Inc. fees and pricing

Financial planner in Ellisville, Missouri. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 26, 2026, Financial Planning Associates, Inc. charges $250 an hour, a flat or project fee of $1,860⁠-⁠$5,000, and a monthly fee of $65 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“The planner’s rate for services is $250 per hour or portion of an hour.”
Flat or project fee
$1,860⁠-⁠$5,000
“Initial personal financial planning fees may range from $1860 to $5000.”
Monthly fee
$65/mo
“Subsequent review fees are generally less, typically $780 ($65/month).”

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

How Financial Planning Associates, Inc. bills

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

  • “Our fees vary according to the circumstances and are negotiable.”
  • “In most cases, the annual PFP fee can be divided into 12 equal portions payable by monthly automatic bank transfers.”
  • “The fee is payable in advance for the coming calendar quarter or portion of a quarter and is computed and deducted from the Client's accounts on or about the first day of each calendar quarter.”

How Financial Planning Associates, Inc.’s fees compare

  • Its hourly rate of $250 matches the Missouri median of $250. 40% of the 88 other Missouri planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,860-$5,000 spans the Missouri median of $3,550. 48% of the 77 other Missouri planners that publish a flat or project fee charge less.

About Financial Planning Associates, Inc.

“What is the mission of Financial Planning Associates, Inc.? We provide valuable personal financial planning and investment management services, primarily to individuals, trusts, estates, and retirement plans.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2017 (9 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% a year
Clients
59
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$30,191,024
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
117987
Website
fpai.net (opens in new tab)
Phone
(636) 527-5010

Other planners in Missouri that publish fees

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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.