Profusion Private Wealth fees and pricing
Financial planner in St. Louis, Missouri. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Profusion Private Wealth charges a flat or project fee of $1,000-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$100,000
“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $1,000 and $100,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Profusion Private Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid quarterly in advance, and clients may terminate their contracts with thirty days’ written notice.”
- “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
- “Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the quarter terminated.”
How Profusion Private Wealth’s fees compare
- Its flat or project fee of $1,000-$100,000 spans the Missouri median of $3,550. 100% of the 77 other Missouri planners that publish a flat or project fee charge less.
- 13 of the 13 other planners in St. Louis that publish a flat or project fee charge less.
About Profusion Private Wealth
- Firm size: 3 employees.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.35% a year
- Clients
- 77
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and pooled investment vehicles
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $175,720,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167003
- Phone
- (314) 441-6107
Other planners in St. Louis that publish fees
- Adk Wealth Advisory GroupSt. Louis$250-$4,000
- Aquilant AdvisorsSt. Louis$250/hr
- Cauble & Harre Wealth Management, Inc.St. Louis$10,000/yr
- Claris Advisors, LLCSt. Louis$500-$5,000
- Compton Advisors, LLCSt. Louis$500/qtr
- Cratero Capital LLCSt. Louis$100-$500/mo, $1,200-$6,000/yr
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.