1035 Capital Management
Marthasville, Missouri
Fee-only
1035 Capital Management at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 24 individual clients.
- Its average account is about $213,000 (assets it manages divided by its 24 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Marthasville, Missouri |
|---|---|
| Website | 1035capital.com |
| [email protected] | |
| Phone | (314) 332-4688 |
Questions about 1035 Capital Management
How is 1035 Capital Management paid?
1035 Capital Management's Form ADV says it is paid by: percentage of assets.
How many advisors does 1035 Capital Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at 1035 Capital Management.
What is the average account at 1035 Capital Management?
1035 Capital Management's average account is about $213,000. That's the assets on its Form ADV divided by its 24 accounts.
1035 Capital Management fees
1035 Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $5 million |
| Individual clients | 24 |
| Accounts managed | 24 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | June 1, 2026 |
| SEC record | CRD 306526 |
Advisors at this firm (1)
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