PlannerFees

Legatrust Financial Advisors, Inc. fees and pricing

Financial planner in Saint Louis, Missouri. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Legatrust Financial Advisors, Inc. charges a flat or project fee of $4,500⁠-⁠$20,000 and an annual fee of $4,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$4,500⁠-⁠$20,000
“Flat fees range from $4,500 to $20,000.”
Annual fee
$4,500/yr
“The minimum annual fee is $4,500.”

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

How Legatrust Financial Advisors, Inc. bills

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

  • “Advisory management fees will be billed in advance, on a quarterly basis.”
  • “Retirement Plan Consulting Legatrust Retirement Plan Consulting services are billed based on the percentage of Plan assets under management or flat fee basis.”
  • “To the extent that the client requires extraordinary time, effort or travel, client and our firm will agree in advance on any additional compensation and or expense reimbursement.”

How Legatrust Financial Advisors, Inc.’s fees compare

  • Its flat or project fee of $4,500-$20,000 is above the Missouri median of $3,550. 94% of the 77 other Missouri planners that publish a flat or project fee charge less.
  • 4 of the 4 other planners in Saint Louis that publish a flat or project fee charge less.
  • Its annual fee of $4,500 is below the Missouri median of $6,000. 38% of the 45 other Missouri planners that publish an annual fee charge less.
  • 1 of the 4 other planners in Saint Louis that publish an annual fee charge less.

About Legatrust Financial Advisors, Inc.

“Our Comprehensive Financial Management service provides asset management and financial planning to clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2010 (16 years).

Planning areas mentioned in the brochure

  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.5% a year
Minimum
$4,500 minimum fee (stated in brochure)
Clients
15
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed
$25,150,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
152749
Website
legatrust.com (opens in new tab)
Phone
(314) 932-2185

Other planners in Saint Louis that publish fees

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