Parkwoods Wealth Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Fixed fees generally do not exceed $10,000 and hourly fees are billed at $300 per hour.”

Flat or project fee

$10,000

From the same sentence as above.

Annual fee

$5,000/yr

“The annual fee for these services is generally $5,000 and typically includes up to four on-site training days per year at a single business location, along with access to a financial planner during those training days.”

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

How Parkwoods Wealth Partners, LLC bills

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

• “In certain circumstances, all fees, portfolio minimums and their applications to family circumstances may be negotiable.”
• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted or will not be billed until the next quarter.”
• “This fee will be agreed to in advance, and will be directly debited from the client’s account by the sub-advisor.”

How Parkwoods Wealth Partners, LLC’s fees compare

• Its hourly rate of $300 is above the Missouri median of $250. 76% of the 88 other Missouri planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Clayton that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Missouri median of $3,550. 87% of the 77 other Missouri planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Clayton that publish a flat or project fee charge less.
• 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.

About Parkwoods Wealth Partners, LLC

• Firm size: 49 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Divorce
• Insurance analysis
• Cash flow and budgeting

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% a year

Clients

1,373

Employees

49

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, pension consulting, and selecting other advisers

Assets managed

$1,785,063,018

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

331565

Website

parkwoods.com (opens in new tab)

Phone

(877) 278-2716

Can advise clients in 31 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin

Other planners in Clayton that publish fees

• Correct Capital Wealth Management, LLCClayton$250/hr, $2,500⁠-⁠$10,000
• Dew Wealth Strategies, LLCClayton$10,000⁠-⁠$25,000/yr
• Ten Peaks Partners L.L.C.Clayton$250/hr
• Virtual Investment Planning LLCClayton$250/hr, $250⁠-⁠$2,000

Compare all 9 planners in Clayton