PlannerFees

Precision Wealth Strategies, LLC fees and pricing

Financial planner in St. Louis, Missouri. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 30, 2026, Precision Wealth Strategies, LLC charges $250 an hour and a flat or project fee of $20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“The maximum hourly rate charged will not exceed $250.”
Flat or project fee
$20,000
“The maximum flat fee will not exceed $20,000.”

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

How Precision Wealth Strategies, LLC bills

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

  • “Typically the advisory fee for the initial month shall be paid, on a pro rata basis, in arrears, based on the funding balance of the client account during the initial pro rata period.”
  • “Fees for Held Away Assets Investment management fees are generally directly debited on a pro rata basis in advance, based on the balance of the client account at the end of each month, as outlined above.”
  • “Actual fees charged are clearly outlined in the financial planning, consulting or project agreement and clients receive invoices reflecting the amount of the fee due and payable.”

How Precision Wealth Strategies, LLC’s fees compare

  • Its hourly rate of $250 matches the Missouri median of $250. 40% of the 88 other Missouri planners that publish an hourly rate charge less.
  • 4 of the 12 other planners in St. Louis that publish an hourly rate charge less.
  • Its flat or project fee of $20,000 is above the Missouri median of $3,550. 95% of the 77 other Missouri planners that publish a flat or project fee charge less.
  • 12 of the 13 other planners in St. Louis that publish a flat or project fee charge less.

About Precision Wealth Strategies, LLC

  • Firm size: 15 employees.
  • Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

  • Retirement planning

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
436
Employees
15
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, 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
$711,032,584
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
299827
Website
facebook.com/precisionwealthstrategies (opens in new tab)
Phone
(314) 994-6460

Can advise clients in 11 states: Arizona, California, Colorado, Florida, Illinois, Louisiana, Missouri, Nebraska, South Carolina, Texas, Virginia

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