Spencer Funk
Precision Wealth Strategies · St. Louis, Missouri
Spencer Funk is a fee-only financial advisor at Precision Wealth Strategies in St. Louis, Missouri, who holds the CFP credential. Spencer focuses on retirement planning, estate & legacy planning and tax planning. Precision Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- High earners
- Multi-generational families
Facts
| Firm | Precision Wealth Strategies |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $711.0M across 1,697 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO · CRD 6246325 |
| Exams passed | Series 66 (2013) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.precisionwealthstrategies.com |
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Questions about Spencer
Is Spencer Funk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Spencer holds no broker registration, and Precision Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Spencer charge for financial advice?
Spencer's firm, Precision Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Spencer Funk based?
Spencer Funk is based in St. Louis, Missouri.
What does Spencer specialize in?
Spencer's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and founders (pre-exit). Spencer works with executives, high earners and multi-generational families.
What credentials does Spencer Funk hold?
Spencer Funk holds the CFP credential.
Is Spencer Funk registered with the SEC?
Yes. Spencer Funk is registered as an investment adviser representative in MO (CRD 6246325), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Precision Wealth Strategies manage?
Precision Wealth Strategies reports $711.0M across 1,697 accounts in assets under management.
How do I contact Spencer Funk?
Through Spencer's website, www.precisionwealthstrategies.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
- Precision Wealth Strategies 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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