PlannerFees

Financial & Tax Architects, LLC fees and pricing

Financial planner in St. Louis, Missouri. Registered with the SEC.

According to its Form ADV Part 2A brochure dated January 29, 2026, Financial & Tax Architects, LLC charges a flat or project fee of $1,995 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,995
“For Wealth.com services, clients pay a one-time fee of $1,995. 9 Educational Seminars and Workshops FTA’s educational seminars and workshops are provided free of charge.”

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

How Financial & Tax Architects, LLC bills

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

  • “Discretionary Asset Management (Retail Clients) The annual fee for FTA’s discretionary asset management services is charged on a monthly basis, in arrears, and is calculated based on a percentage of the assets under management.”

How Financial & Tax Architects, LLC’s fees compare

  • Its flat or project fee of $1,995 is below the Missouri median of $3,550. 18% of the 77 other Missouri planners that publish a flat or project fee charge less.
  • 1 of the 13 other planners in St. Louis that publish a flat or project fee charge less.

About Financial & Tax Architects, LLC

“Retail Investor Discretionary Asset Management FTA provides discretionary investment advisory services to individual and high-net worth clients who are nearing retirement or who have retired.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: David Scott
  • Firm size: 71 employees.
  • Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.95% a year
Clients
1,565
Employees
71
Works with
Individuals, high net worth individuals, and other investment advisers
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
Assets managed
$506,245,828
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
119169
Website
summitretirementplanning.com (opens in new tab)
Phone
(314) 858-1122

Can advise clients in 36 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Mississippi, North Carolina, Nebraska, Nevada, New York, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Vermont, Wisconsin, West Virginia

Other planners in St. Louis that publish fees

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