SFC Financial LLC fees and pricing
Financial planner in Sunset Hills, Missouri. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, SFC Financial LLC charges $460 an hour and an annual fee of $10,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $460/hr
“Page 8 Our Financial Planning fees are calculated and charged on an hourly basis at a rate of $ 460 per hour.”
- Annual fee
- $10,000-$20,000/yr
“Adviser's fixed fee varies on a case-by-case basis, but typically ranges from $10,000 to $20,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How SFC Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are billed quarterly, in advance, at the beginning of each calendar quarter based upon the value (market value or fair market value in the absence of market value), of the client's account at the end of the previous quarter.”
How SFC Financial LLC’s fees compare
- Its hourly rate of $460 is above the Missouri median of $250. 91% of the 88 other Missouri planners that publish an hourly rate charge less.
- Its annual fee of $10,000-$20,000 is above the Missouri median of $6,000. 80% of the 45 other Missouri planners that publish an annual fee charge less.
About SFC Financial LLC
- Firm size: 4 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- 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
- 77
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $208,271,173
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 129817
- Phone
- (314) 842-2001
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.