David Zaegel
CWOs for Hire · Town & Country, Missouri
David Zaegel is a fee-only financial advisor at CWOs for Hire in Town & Country, Missouri, who holds the CFP and CPA credentials.
- $46M
- Firm assets managed
- $271,000
- Firm's average account
- 2013
- First securities exam
What David focuses on
Who David works with
- Retirees
- Founders
How does David's firm compare?
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CWOs for Hire's average account is about $271,000, from its Form ADV (assets managed divided by 170 accounts).
Questions about David
Is David Zaegel a fee-only financial advisor?
Yes. David Zaegel is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David Zaegel charge for financial advice?
David's firm, CWOs for Hire, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Zaegel based?
David Zaegel is based in Town & Country, Missouri.
What does David Zaegel specialize in?
David Zaegel's specialties include retirement planning, tax planning and small business owners. David works with retirees and founders.
What credentials does David Zaegel hold?
David Zaegel holds the CFP and CPA credentials.
Is David Zaegel registered with the SEC?
Yes. David Zaegel is registered as an investment adviser representative in MO and TX (CRD 6195892), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does CWOs for Hire manage?
CWOs for Hire reports $46.0M across 170 accounts in assets under management.
How do I contact David Zaegel?
Through David Zaegel's website, cwosforhire.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | CWOs for Hire |
|---|---|
| Based in | Town & Country, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $46.0M across 170 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in MO, TX · CRD 6195892 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | cwosforhire.com |
| Profile |
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Other fee-only advisors in Missouri
Other advisors in Missouri who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- CWOs for Hire website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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