Gregory Zitko
The Private Family Advisors · St. Louis, Missouri
Gregory Zitko is a fee-only financial advisor at The Private Family Advisors in St. Louis, Missouri. Gregory charges an ongoing planning fee and focuses on estate & legacy planning.
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Specialties
Facts
| Firm | The Private Family Advisors |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $82.4M across 258 accounts |
| SEC registration | Investment adviser representative in MO · CRD 3093522 |
| Exams passed | Series 65 (2015) · Series 66 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | theprivatefamilyadvisors.com |
How Gregory's firm compares
- The Private Family Advisors's average account is about $319,000, from its Form ADV (assets managed divided by 258 accounts).
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Questions about Gregory
Is Gregory Zitko a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and The Private Family Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory charges an ongoing planning fee.
Where is Gregory Zitko based?
Gregory Zitko is based in St. Louis, Missouri.
What does Gregory specialize in?
Gregory's specialties include estate & legacy planning.
Is Gregory Zitko registered with the SEC?
Yes. Gregory Zitko is registered as an investment adviser representative in MO (CRD 3093522), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Private Family Advisors manage?
The Private Family Advisors reports $82.4M across 258 accounts in assets under management.
How do I contact Gregory Zitko?
Through Gregory's website, theprivatefamilyadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in St. Louis
Other advisors in Missouri who focus on estate & legacy planning
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
- The Private Family Advisors 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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