MBM Wealth Consultants, LLC fees and pricing

Financial planner in Chesterfield, Missouri. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 27, 2026, MBM Wealth Consultants, LLC charges $150 an hour and a flat or project fee of $1,000⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150/hr
“These fees are largely determined by the scope and complexity of the agreed services and average approximately $150 on an hourly basis and range from $1,000 to $5,000 on a fixed fee basis.”
Flat or project fee
$1,000⁠-⁠$5,000

From the same sentence as above.

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

How MBM Wealth Consultants, LLC bills

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

  • “MBM generally charges either a negotiable hourly and/or fixed fee to provide clients with stand-alone financial planning or consulting services.”
  • “The annual fee is prorated and charged quarterly, in advance, based upon the market value of the trust assets.”
  • “The specific terms and fee structure are negotiated in advance and set forth in the Agreement.”

How MBM Wealth Consultants, LLC’s fees compare

  • Its hourly rate of $150 is below the Missouri median of $250. 5% of the 88 other Missouri planners that publish an hourly rate charge less.
  • None of the 4 other planners in Chesterfield that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$5,000 spans the Missouri median of $3,550. 38% of the 77 other Missouri planners that publish a flat or project fee charge less.
  • 2 of the 3 other planners in Chesterfield that publish a flat or project fee charge less.

About MBM Wealth Consultants, LLC

  • Firm size: 15 employees.
  • Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

  • Retirement 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
1.5% a year
Clients
604
Employees
15
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, 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
$476,665,130
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
169091
Website
mbmadvisorservices.com (opens in new tab)
Phone
(636) 274-6262

Can advise clients in 16 states: Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Maryland, Missouri, North Carolina, New York, Oregon, Texas, Virginia, Washington, Wisconsin

Other planners in Chesterfield that publish fees

Compare all 13 planners in Chesterfield

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