PlannerFees

Krilogy fees and pricing

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

According to its Form ADV Part 2A brochure dated March 31, 2026, Krilogy charges a quarterly fee of $937 and an annual fee of $3,750 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee
$937/qtr
“Direct Krilogy clients are required to pay a minimum annual fee of $3,750 -- $937.50 per quarter -- regardless of the value of your accounts under our management or advisement (AUM/AUA), unless otherwise waived.”
Annual fee
$3,750/yr

From the same sentence as above.

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

How Krilogy bills

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

  • “The Fee is charged in advance at the beginning of each calendar quarter based upon the net asset value.”
  • “In rare instances, certain client accounts may be billed in arrears based upon quarter end market value.”
  • “The specific Fee schedule charged by Krilogy is established and agreed to in advance in your Agreement with Krilogy.”

How Krilogy’s fees compare

  • Its annual fee of $3,750 is below the Missouri median of $6,000. 33% of the 45 other Missouri planners that publish an annual fee charge less.
  • 6 of the 11 other planners in St. Louis that publish an annual fee charge less.

About Krilogy

“Advisory And Other Services Krilogy offers a suite of wealth advisory services and other services to a wide variety of clients, including high and ultra-high net worth individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 103 employees.
  • Founded: 2008 (18 years).

Planning areas mentioned in the brochure

  • Tax planning

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
2% a year
Minimum
$3,750 minimum fee (stated in brochure)
Clients
3,061
Employees
103
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed
$5,195,636,468
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
149046
Website
twitter.com/krilogy (opens in new tab)
Phone
(314) 884-2800

Can advise clients in 38 states: Alabama, Arkansas, Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin

Other planners in St. Louis that publish fees

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