Moment Private Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$2,500⁠-⁠$250,000/yr

“​ A.​ Adviser is compensated for its advisory services primarily by fees charged based on a client’s assets under management with Adviser as described below, or by flat fees that typically range from $2,500 - $250,000 per annum charged monthly or quarterly in advance or arrears.”

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

How Moment Private Wealth bills

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

• “Fees are negotiable, and each client’s specific fee schedule is included as part of the investment advisory agreement signed by Adviser and the client.”
• “Fixed fees are deducted in arrears on a monthly or quarterly basis from clients’ assets and based on the nature and complexity of the services to be provided to the client.”
• “Alternatively, clients may elect to be invoiced for services rendered and pay via check, ACH, or other electronic means.”

How Moment Private Wealth’s fees compare

• Its annual fee of $2,500-$250,000 spans the Missouri median of $6,000. 98% of the 45 other Missouri planners that publish an annual fee charge less.
• 4 of the 4 other planners in Saint Louis that publish an annual fee charge less.

About Moment Private Wealth

• Firm size: 7 employees.
• Registered as an adviser: 2024 (2 years).

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

Clients

105

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$357,162,296

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

313223

Website

momentprivatewealth.com (opens in new tab)

Phone

(636) 591-1050

Can advise clients in 9 states: Arizona, California, Florida, Illinois, Louisiana, Missouri, North Carolina, Nebraska, Texas

Other planners in Saint Louis that publish fees

• 25 FinancialSaint Louis$2,000⁠-⁠$5,000
• Alpine Private WealthSaint Louis$333, $4,000/yr
• Brady Family Wealth, LLCSaint Louis$10,000/yr
• Cwos for HireSaint Louis$200/hr, $750⁠-⁠$4,500
• Herzog Financial Group, LLCSaint Louis$250/hr
• Legatrust Financial Advisors, Inc.Saint Louis$4,500⁠-⁠$20,000, $4,500/yr

Compare all 13 planners in Saint Louis