Strongbox Wealth, LLC fees and pricing
Financial planner in Lee's Summit, Missouri. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 10, 2026, Strongbox Wealth, LLC charges $500 an hour and a flat or project fee of $25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The maximum hourly fee to be charged will not exceed $500.”
- Flat or project fee
- $25,000
“Flat fees will not exceed $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Strongbox Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are typically billed on a prorata basis quarterly in advance based on the value of the account(s) on the last business day of the previous quarter.”
- “When billing in advance, adjustments are made for deposits and withdrawals in excess of $50,000 during the quarter.”
- “In certain cases, annualized fees are billed quarterly in arrears ADV Part 2A – Firm Brochure Page 6 StrongBox Wealth based on the average daily balance of the account(s) for the previous quarter.”
How Strongbox Wealth, LLC’s fees compare
- Its hourly rate of $500 is above the Missouri median of $250. 92% of the 88 other Missouri planners that publish an hourly rate charge less.
- Its flat or project fee of $25,000 is above the Missouri median of $3,550. 97% of the 77 other Missouri planners that publish a flat or project fee charge less.
About Strongbox Wealth, LLC
- Principal: Charles S. Cooper
- Firm size: 7 employees.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- 474
- Employees
- 7
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, 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
- $562,443,873
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304952
- Phone
- (816) 607-5410
Can advise clients in 11 states: Arkansas, Arizona, Colorado, Florida, Kansas, Missouri, North Carolina, Oklahoma, South Carolina, Tennessee, Texas
Other planners in Lee's Summit that publish fees
- Rise Retirement, LLCLee's Summit$250/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
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.