Stackhouse Enterprises fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“The Firm charges a flat fee for a comprehensive financial plan ranging from $500 to $5,000.”

Annual fee

$1,200⁠-⁠$24,000/yr

“Ongoing financial planning clients are charged a fee that ranges between $1,200 to $24,000 per year on the overall services rendered.”

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

How Stackhouse Enterprises bills

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

• “Investment management fees are billed monthly in advance, monthly based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “This fee is due upon receipt of an invoice of services to be rendered.”
• “This fee is billed monthly and is due on the 1st of every month during the engagement.”

How Stackhouse Enterprises’ 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.
• Its annual fee of $1,200-$24,000 spans the Missouri median of $6,000. 76% of the 45 other Missouri planners that publish an annual fee charge less.

About Stackhouse Enterprises

• Principal: Corey Stackhouse
• Firm size: 4 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Business owners

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

Clients

196

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$27,711,933

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

319391

Website

youtube.com/channel/UCPF8eLivhLqcQqTnQP-WH3w (opens in new tab)

Phone

(660) 570-4114

Other planners in Sedalia that publish fees

• Schnell Financial Group, LLCSedalia$90⁠-⁠$450/hr
• 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

Compare all 222 planners in Missouri