Michael Brady
Brady Family Wealth · Saint Louis, Missouri
Michael Brady is a fee-only financial advisor at Brady Family Wealth in Saint Louis, Missouri, who holds the CFP credential. Michael focuses on retirement planning, tax planning and family wealth transfer. Brady Family Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Brady Family Wealth |
|---|---|
| Based in | Saint Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $312.7M across 259 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO · CRD 5811931 |
| Exams passed | Series 63 (2014) · Series 66 (2015) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.bradyfamilywealth.com |
| Profile |
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Questions about Michael
Is Michael Brady a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Brady Family Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Brady Family Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Brady based?
Michael Brady is based in Saint Louis, Missouri.
What does Michael specialize in?
Michael's specialties include retirement planning, tax planning and family wealth transfer. Michael works with multi-generational families.
What credentials does Michael Brady hold?
Michael Brady holds the CFP credential.
Is Michael Brady registered with the SEC?
Yes. Michael Brady is registered as an investment adviser representative in MO (CRD 5811931), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brady Family Wealth manage?
Brady Family Wealth reports $312.7M across 259 accounts in assets under management.
How do I contact Michael Brady?
Through Michael's website, www.bradyfamilywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Brady Family Wealth 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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