Herzog Financial Group, LLC fees and pricing
Financial planner in Saint Louis, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 19, 2026, Herzog Financial Group, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Herzog charges an hourly fee for investment planning services at a flat rate of $250 per hour and are invoiced monthly or upon the completion of the project.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Herzog Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly, in advance, and calculated based on the market value of each client account as of the last day of the prior quarter.”
- “Clients will receive a pro rata refund of any advisory fees paid, but not yet earned, as of the date of termination.”
How Herzog Financial Group, LLC’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.
- 1 of the 2 other planners in Saint Louis that publish an hourly rate charge less.
About Herzog Financial Group, LLC
“Herzog provides financial advisory and wealth management services to individuals and families, assisting families in much the same way as a Chief Financial Officer serves a company. Through Herzog’s financial planning process, we paint the big picture to help our clients reach their financial goals and objectives.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 87
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $48,265,037
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 174141
- Phone
- (314) 548-6067
Other planners in Saint Louis that publish fees
- 25 FinancialSaint Louis$2,000-$5,000
- Alpine Private WealthSaint Louis$333, $4,000/yr
- Brady Family Wealth, LLCSaint Louis$10,000/yr
- Cwos for HireSaint Louis$200/hr, $750-$4,500
- Legatrust Financial Advisors, Inc.Saint Louis$4,500-$20,000, $4,500/yr
- Michael Piper, LLCSaint Louis$400/hr, $7,000
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.