# Brian Yost

> Brian Yost is a fee-only financial advisor at Alpine Private Wealth in Saint Louis, Missouri, who holds the CFA credential. Brian charges a percentage of assets (0.75%–1% a year of assets managed) and focuses on founders (pre-exit) and small business owners.

Page: https://find.wellspent.co/advisors/brian-yost/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $1.45B across 295 accounts
- **Credentials:** CFA
- **Specialties:** Founders (pre-exit), Small business owners
- **Works with:** High earners, Founders, Ultra high net worth, Multi-generational families
- **CRD:** 7256936 (https://adviserinfo.sec.gov/individual/summary/7256936)
- **SEC registration:** Investment adviser representative in MO, TX
- **Exams passed:** Series 63 (2021)
- **Firm size:** 20 employees
- **Disclosures:** None reported
- **Website:** http://www.alpineprivatewealth.com

## Frequently asked questions

### Is Brian Yost a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian 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 Brian charge for financial advice?

Brian charges a percentage of assets.

### How much does Brian charge?

According to Alpine Private Wealth's website, checked October 30, 2026: 0.75%–1% a year of assets managed.

### Where is Brian Yost based?

Brian Yost is based in Saint Louis, Missouri.

### What does Brian specialize in?

Brian's specialties include founders (pre-exit) and small business owners. Brian works with high earners, founders, ultra high net worth and multi-generational families.

### What credentials does Brian Yost hold?

Brian Yost holds the CFA credential.

### Is Brian Yost registered with the SEC?

Yes. Brian Yost is registered as an investment adviser representative in MO and TX (CRD 7256936), 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 Brian Yost?

Through Brian's website, www.alpineprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7256936): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.alpineprivatewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.