Mayfair Financial, LLC fees and pricing
Financial planner in Kirkwood, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 18, 2026, Mayfair Financial, LLC charges a flat or project fee of $6,400-$14,000 and an annual fee of $6,000-$14,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $6,400-$14,000
“Page 7 of 27 Project-Based Financial Planning Fees Mayfair Financial provides a comprehensive financial plan for a fixed fee ranging from $6,400 - $14,000, which is negotiable depending upon the nature and complexity of the client's circumstances.”
- Annual fee
- $6,000-$14,000/yr
“Mayfair Financial provides wealth management services at an annual rate between $6,000 and $14,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mayfair Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This fee is paid quarterly in arrears and is negotiable at the discretion of the advisor.”
- “This service may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the Advisory Contract.”
How Mayfair Financial, LLC’s fees compare
- Its flat or project fee of $6,400-$14,000 is above the Missouri median of $3,550. 92% of the 77 other Missouri planners that publish a flat or project fee charge less.
- Its annual fee of $6,000-$14,000 is above the Missouri median of $6,000. 60% of the 45 other Missouri planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Mayfair Financial, LLC
“We provide financial planning and wealth management services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 19
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $48,986,179
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321824
- Phone
- (314) 882-9252
Other planners in Kirkwood that publish fees
- Haven Wealth PlanningKirkwood$1,000-$10,000/yr
- 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
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.