Joshua Armstrong
AIS Financial · Saint Louis, Missouri
Joshua Armstrong is a fee-only financial advisor at AIS Financial in Saint Louis, Missouri. AIS Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | AIS Financial |
|---|---|
| Based in | Saint Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.9M across 24 accounts |
| SEC registration | Investment adviser representative in MO · CRD 4982232 |
| Exams passed | Series 63 (2016) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.aisfinancialgroup.com |
How Joshua's firm compares
- AIS Financial's average account is about $121,000, from its Form ADV (assets managed divided by 24 accounts).
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Questions about Joshua
Is Joshua Armstrong a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and AIS Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, AIS Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Armstrong based?
Joshua Armstrong is based in Saint Louis, Missouri.
Is Joshua Armstrong registered with the SEC?
Yes. Joshua Armstrong is registered as an investment adviser representative in MO (CRD 4982232), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does AIS Financial manage?
AIS Financial reports $2.9M across 24 accounts in assets under management.
How do I contact Joshua Armstrong?
Through Joshua's website, www.aisfinancialgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Saint Louis
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
- 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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