PlannerFees

Severin Investments LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 12, 2026, Severin Investments LLC charges $400 an hour, a flat or project fee of $3,000, and an annual fee of $1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“Fees for this service are $400 per hour spent creating the asset allocation for the client charged in 15-minute increments.”
Flat or project fee
$3,000
“Comprehensive Financial Planning Severin Investments charges a fixed amount of $3,000 for a comprehensive financial plan, which may be waved or discounted at the firm’s discretion if the client is an advisory client with discretionary accounts.”
Annual fee
$1,500/yr
“Adviser imposes a minimum annual fee of $1,500 per household unless otherwise negotiated.”

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

How Severin Investments LLC bills

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

  • “Portfolio Management Services Sub-Advisory Services Severin Investments charges an annual asset-based fee, which is negotiable.”
  • “However, we can bill to match how the advisor bills the clients for convenience.”
  • “If the advisor bills quarterly or in arrears, we can also bill this way.”

How Severin Investments LLC’s fees compare

  • Its hourly rate of $400 is above the Missouri median of $250. 84% of the 88 other Missouri planners that publish an hourly rate charge less.
  • 10 of the 12 other planners in St. Louis that publish an hourly rate charge less.
  • Its flat or project fee of $3,000 is below the Missouri median of $3,550. 38% of the 77 other Missouri planners that publish a flat or project fee charge less.
  • 6 of the 13 other planners in St. Louis that publish a flat or project fee charge less.
  • Its annual fee of $1,500 is below the Missouri median of $6,000. 18% of the 45 other Missouri planners that publish an annual fee charge less.
  • 3 of the 11 other planners in St. Louis that publish an annual fee charge less.

About Severin Investments LLC

  • Firm size: 8 employees.
  • Founded: 2013 (13 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
Highest asset based fee in brochure
2% a year
Minimum
$1,500 minimum fee (stated in brochure)
Clients
233
Employees
8
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and other investment advisers
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
Assets managed
$141,853,000
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
166567
Website
linkedin.com/company/3655213 (opens in new tab)
Phone
(314) 983-2707

Can advise clients in 10 states: Arkansas, California, Florida, Idaho, Illinois, Missouri, Nebraska, New Hampshire, Tennessee, Texas

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