Generational Wealth Specialists fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

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

How Generational Wealth Specialists bills

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

• “Financial planning agreement is considered complete upon delivery of the completed plan.”
• “Fees for financial plans are billed upon completion of the plan.”
• “Fees are invoiced directly to the Client.”

How Generational Wealth Specialists’ 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.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Generational Wealth Specialists

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Clients

10

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329414

Phone

(314) 614-0436

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