Firm
Armory Oak Wealth
Saint Louis, Missouri
Fee-only
Armory Oak Wealth 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 10 individual clients.
- Its average account is about $192,000 (assets it manages divided by its 24 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Saint Louis, Missouri |
|---|---|
| Website | armoryoak.com |
| Phone | (314) 561-7466 |
Armory Oak Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"Armory Oak is a unique wealth management firm in that we do not require a minimum amount of investment assets from our clients." source
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 | 10 |
| Accounts managed | 24 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 311092 |