Method Finance, LLC fees and pricing
Financial planner in St. Louis, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 12, 2026, Method Finance, LLC charges an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $5,000/yr
“The minimum annual fee is $5,000 (The Firm has sole discretion to grandfather in existing accounts).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Method Finance, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable, and the final fee schedule is attached as Schedule A of the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for a full refund of Method’s fees, within five business days of signing the Investment Advisory Contract.”
- “The rate for clients paying a fixed fee for financial planning services ranges from $5,000 to $15,000 per year, paid quarterly in arrears.”
How Method Finance, LLC’s fees compare
- Its annual fee of $5,000 is below the Missouri median of $6,000. 40% of the 45 other Missouri planners that publish an annual fee charge less.
- 7 of the 11 other planners in St. Louis that publish an annual fee charge less.
About Method Finance, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $5,000 minimum fee (stated in brochure)
- Clients
- 56
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $54,642,751
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 170647
- Phone
- (314) 480-5598
Can advise clients in 4 states: California, Missouri, New Jersey, New York
Other planners in St. Louis that publish fees
- Adk Wealth Advisory GroupSt. Louis$250-$4,000
- Aquilant AdvisorsSt. Louis$250/hr
- Cauble & Harre Wealth Management, Inc.St. Louis$10,000/yr
- Claris Advisors, LLCSt. Louis$500-$5,000
- Compton Advisors, LLCSt. Louis$500/qtr
- Cratero Capital LLCSt. Louis$100-$500/mo, $1,200-$6,000/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.