Thousand Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000

“TWM’s fee for its stand-alone financial planning service is a flat fee of $2,000.”

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

How Thousand Wealth Management bills

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

• “Investment Management Fee and Retirement Plan Consulting Fee TWM charges a negotiable annual investment management fee.”
• “For those accounts TWM oversees directly, TWM charges its fee on a pro-rata monthly basis, in arrears, calculated on the average daily market value of the assets during that month.”
• “For Advisor’s oversight to a Client’s Held Away Account, Advisor’s fee is charged in accordance with the fee schedule below, in arrears, on a quarterly basis using the value of the account on the last day of the quarter.”

How Thousand Wealth Management’s fees compare

• Its flat or project fee of $2,000 is below the Missouri median of $3,550. 19% of the 77 other Missouri planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Chesterfield that publish a flat or project fee charge less.

About Thousand Wealth Management

• Firm size: 2 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Minimum

$2,500 minimum fee (stated in brochure)

Clients

11

Employees

2

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$15,263,075

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

298906

Website

thousand.cpa (opens in new tab)

Phone

(636) 532-9004

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
• Syntegra Private Wealth Group LLCChesterfield$500⁠-⁠$10,000/yr
• Yu Financial Advice, LLCChesterfield$250/hr, $150⁠-⁠$999/mo

Compare all 13 planners in Chesterfield