Firm
Bagby Wealth Management
Dexter, Missouri
Fee-only
Bagby Wealth Management at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 4 employees and 147 individual clients, 23 of them high net worth.
- Its average account is about $180,000 (assets it manages divided by its 259 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Dexter, Missouri |
|---|---|
| Website | bagbywealth.com |
| Phone | (573) 624-4771 |
Bagby Wealth Management fees
Bagby Wealth 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $47 million |
| Individual clients | 124 |
| High-net-worth clients | 23 |
| Accounts managed | 259 |
| Employees | 4 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 117828 |
Advisors at this firm (2)
Other fee-only firms in Missouri
- Beacon Financial Advisors, LLC · Kansas City
- Bemiston Asset Management · Webster Groves
- Bluevine Advice · Kansas City
- Brady Family Wealth · Saint Louis
- Brand Asset Management Group, Inc. · Chesterfield
- Bridgewater Advisory Group LLC · Crystal City
- Buttonwood Financial Group · Kansas City
- Cauble & Harre Wealth Management · Saint Louis