Firm
AIS Financial
Saint Louis, Missouri
Fee-only
AIS Financial at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 24 individual clients.
- Its average account is about $121,000 (assets it manages divided by its 24 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Saint Louis, Missouri |
|---|---|
| Website | aisfinancialgroup.com |
| Phone | (314) 798-0008 |
AIS Financial fees
AIS Financial 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 24 |
| Accounts managed | 24 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 282713 |