Syntegra Private Wealth Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$500⁠-⁠$10,000/yr

“To the extent that we are engaged solely for financial planning services, we typically charge a fixed fee for financial planning services, which generally ranges between $500 - $10,000 per year.”

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

How Syntegra Private Wealth Group LLC bills

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

• “Our advisory fee is negotiable, depending on individual client circumstances such as but not limited to case complexity, scope of services, frequency of meetings, householding assets, restrictions and complexity of portfolio design.”
• “Our annual portfolio management fee is billed and payable, monthly in advance, based on the balance at the end of the prior period.”
• “Our advisory fee may be negotiable, depending on individual client circumstances.”

How Syntegra Private Wealth Group LLC’s fees compare

• Its annual fee of $500-$10,000 spans the Missouri median of $6,000. 44% of the 45 other Missouri planners that publish an annual fee charge less.

About Syntegra Private Wealth Group LLC

• Firm size: 20 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

2,112

Employees

20

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$1,393,107,412

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

323180

Website

facebook.com/SyntegraPWG (opens in new tab)

Phone

(314) 802-7232

Can advise clients in 25 states: Arkansas, Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Michigan, Missouri, North Carolina, New Hampshire, New York, Ohio, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington

Other planners in Chesterfield that publish fees

• Bridgewater Asset Management LLCChesterfield$500/hr, $10,000
• Cedarmill FinancialChesterfield$150/hr, $200⁠-⁠$500
• MBM Wealth Consultants, LLCChesterfield$150/hr, $1,000⁠-⁠$5,000
• S.p. Parkin & CoChesterfield$150⁠-⁠$200/hr
• Thousand Wealth ManagementChesterfield$2,000
• Yu Financial Advice, LLCChesterfield$250/hr, $150⁠-⁠$999/mo

Compare all 13 planners in Chesterfield