The Wealth Collaborative fees and pricing
Financial planner in Lake Saint Louis, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 14, 2026, The Wealth Collaborative charges $250 an hour, a flat or project fee of $4,000-$60,000, and an annual fee of $6,000-$24,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $4,000-$60,000
“Fixed fee rates range between $4,000 - $60,000.”
- Annual fee
- $6,000-$24,000/yr
“We charge an annual fixed fee between $6,000 - $24,000 for Wealth Strategy services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Wealth Collaborative bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual advisory fee is paid monthly in arrears based on the average daily balance of the Client’s account(s).”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are paid monthly or quarterly in arrears.”
How The Wealth Collaborative’s fees compare
- Its hourly rate of $250 matches the Missouri median of $250. 40% of the 88 other Missouri planners that publish an hourly rate charge less.
- Its flat or project fee of $4,000-$60,000 is above the Missouri median of $3,550. 99% of the 77 other Missouri planners that publish a flat or project fee charge less.
- Its annual fee of $6,000-$24,000 is above the Missouri median of $6,000. 80% of the 45 other Missouri planners that publish an annual fee charge less.
About The Wealth Collaborative
“We offer investment management and financial planning services.”
- Firm size: 3 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2023 (3 years).
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- 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
- 1.5% a year
- Clients
- 13
- Employees
- 3
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $1,399,060
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329753
- Phone
- (314) 922-7399
Can advise clients in 2 states: California, Missouri
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.