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
- 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
- Bridgewater Asset Management LLCChesterfield$500/hr, $10,000
- Cedarmill FinancialChesterfield$150/hr, $200-$500
- S.p. Parkin & CoChesterfield$150-$200/hr
- Syntegra Private Wealth Group LLCChesterfield$500-$10,000/yr
- Thousand Wealth ManagementChesterfield$2,000
- Yu Financial Advice, LLCChesterfield$250/hr, $150-$999/mo
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.