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Advisor

Christopher Battreall

Precision Wealth Strategies · St. Louis, Missouri

Christopher Battreall is a fee-only financial advisor at Precision Wealth Strategies in St. Louis, Missouri, who holds the CFP credential. Christopher focuses on retirement planning, estate & legacy planning and tax planning. Precision Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Specialties

Who they serve

  • Executives
  • High earners
  • Multi-generational families

Facts

FirmPrecision Wealth Strategies
Based in St. Louis, Missouri
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$711.0M across 1,697 accounts
CredentialsCFP
SEC registration Investment adviser representative in CA, MO, SC, TX · CRD 4089104
Exams passedSeries 63 (2000) · Series 65 (2001)
Firm size15 employees
Disclosures None reported
Websitewww.precisionwealthstrategies.com
LinkedInProfile

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Questions about Christopher

Is Christopher Battreall a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Precision Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Christopher charge for financial advice?

Christopher's firm, Precision Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Christopher Battreall based?

Christopher Battreall is based in St. Louis, Missouri.

What does Christopher specialize in?

Christopher's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and founders (pre-exit). Christopher works with executives, high earners and multi-generational families.

What credentials does Christopher Battreall hold?

Christopher Battreall holds the CFP credential.

Is Christopher Battreall registered with the SEC?

Yes. Christopher Battreall is registered as an investment adviser representative in CA, MO, SC and TX (CRD 4089104), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Precision Wealth Strategies manage?

Precision Wealth Strategies reports $711.0M across 1,697 accounts in assets under management.

How do I contact Christopher Battreall?

Through Christopher's website, www.precisionwealthstrategies.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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