Firm
B.E.S.T. Wealth Management
St. Louis, Missouri
Fee-only
Facts
| Based in | St. Louis, Missouri |
|---|---|
| Website | bestwealth.net |
| [email protected] | |
| Phone | (314) 801-1324 |
B.E.S.T. Wealth Management 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.
| Ongoing planning | From $750 a year |
|---|---|
| Asset-based fee | 1.45% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee |
In the firm's words
"A flat fee of $750 per year is generally charged for financial planning" source
"$1 to $250K" source
"you don’t need a minimum amount of investments to work with B.E.S.T. Wealth Management, LLC" source
"we earn money calculated as a percentage of the assets in your investment portfolio" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $58 million |
| Individual clients | 94 |
| Financial planning | Offered |
| Form ADV filed | July 9, 2026 |
| SEC record | CRD 160920 |