Brett Rufkahr
Alpine Private Wealth · Saint Louis, Missouri
Brett Rufkahr is a fee-only financial advisor at Alpine Private Wealth in Saint Louis, Missouri, who holds the CFA credential. Brett charges a percentage of assets (0.75%–1% a year of assets managed) and focuses on founders (pre-exit) and small business owners.
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Specialties
Who they serve
- High earners
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Alpine Private Wealth |
|---|---|
| Based in | Saint Louis, Missouri |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.75%–1% a year of assets managed |
| Accepting new clients | Yes |
| Assets under management | $1.45B across 295 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MO, TX · CRD 1921536 |
| Exams passed | Series 63 (1989) · Series 66 (2011) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.alpineprivatewealth.com |
| Profile |
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Questions about Brett
Is Brett Rufkahr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and Alpine Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brett charge for financial advice?
Brett charges a percentage of assets.
How much does Brett charge?
According to Alpine Private Wealth's website, checked October 30, 2026: 0.75%–1% a year of assets managed.
Where is Brett Rufkahr based?
Brett Rufkahr is based in Saint Louis, Missouri.
What does Brett specialize in?
Brett's specialties include founders (pre-exit) and small business owners. Brett works with high earners, founders, ultra high net worth and multi-generational families.
What credentials does Brett Rufkahr hold?
Brett Rufkahr holds the CFA credential.
Is Brett Rufkahr registered with the SEC?
Yes. Brett Rufkahr is registered as an investment adviser representative in MO and TX (CRD 1921536), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alpine Private Wealth manage?
Alpine Private Wealth reports $1.45B across 295 accounts in assets under management.
How do I contact Brett Rufkahr?
Through Brett's website, www.alpineprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Alpine Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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