Mary Dorsey
Money Consultants Advisory · St. Louis, Missouri
Mary Dorsey is a fee-only financial advisor at Money Consultants Advisory in St. Louis, Missouri, who holds the CFP credential. Money Consultants Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Money Consultants Advisory |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.0M across 1 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO · CRD 1216065 |
| Exams passed | Series 63 (1983) · Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Mary's firm compares
- Money Consultants Advisory's average account is about $2.0 million, from its Form ADV (assets managed divided by 1 accounts).
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Questions about Mary
Is Mary Dorsey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Money Consultants Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary's firm, Money Consultants Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mary Dorsey based?
Mary Dorsey is based in St. Louis, Missouri.
What credentials does Mary Dorsey hold?
Mary Dorsey holds the CFP credential.
Is Mary Dorsey registered with the SEC?
Yes. Mary Dorsey is registered as an investment adviser representative in MO (CRD 1216065), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Money Consultants Advisory manage?
Money Consultants Advisory reports $2.0M across 1 accounts in assets under management.
How do I contact Mary Dorsey?
Contact details aren't on file yet. Search for Money Consultants Advisory.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in St. 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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