Mottet Wealth fees and pricing
Financial planner in Parkville, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Mottet Wealth charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“The fee is negotiable, but in no event will exceed $150 per hour, contingent upon how many times Adviser and Client meet per year and complexity of the service needed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mottet Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payment is due upon receipt of invoice or immediately following service completion for single-session clients.”
- “Individual representatives of Mottet Wealth shall work with prospective clients to determine fees within the above fee schedule, and all fees are negotiable.”
- “Clients will not receive an account statement or a fee invoice from us.”
How Mottet Wealth’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.
About Mottet Wealth
- 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: 1992 (34 years).
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
- Clients
- 130
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and newsletters and publications
- Assets managed
- $67,968,969
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 116044
- Phone
- (816) 587-5900
Other planners in Missouri that publish fees
- 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
- Aquilant AdvisorsSt. Louis$250/hr
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.