Peoples Savings Wealth Management LLC fees and pricing
Financial planner in Hermann, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 3, 2026, Peoples Savings Wealth Management LLC charges a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“The fixed rate for creating client financial plans is between $500 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Peoples Savings Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of PSWM's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of PSWM’s fees, within five business days of signing the Financial Planning Agreement.”
How Peoples Savings Wealth Management LLC’s fees compare
- Its flat or project fee of $500-$5,000 spans the Missouri median of $3,550. 30% of the 77 other Missouri planners that publish a flat or project fee charge less.
About Peoples Savings Wealth Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- 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
- 1.5% a year
- Clients
- 3
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $265,309
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328711
- Phone
- (573) 486-1444
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.