Brand Asset Management Group, Inc. at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 15 advisors are listed here; 9 of 15 hold the CFP.
- Its Form ADV reports 22 employees and 355 individual clients, 89 of them high net worth.
- Its average account is about $654,000 (assets it manages divided by its 1,795 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Chesterfield, Missouri |
|---|---|
| Website | brandamg.com |
| [email protected] | |
| Phone | (636) 532-7333 |
Questions about Brand Asset Management Group, Inc.
How is Brand Asset Management Group, Inc. paid?
Brand Asset Management Group, Inc.'s Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Brand Asset Management Group, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 15 advisors at Brand Asset Management Group, Inc., and 9 hold the CFP.
What is the average account at Brand Asset Management Group, Inc.?
Brand Asset Management Group, Inc.'s average account is about $654,000. That's the assets on its Form ADV divided by its 1,795 accounts.
Brand Asset Management Group, Inc. fees
Brand Asset Management Group, Inc. 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 · Fixed fees |
|---|---|
| Assets managed | $1.2 billion |
| Individual clients | 266 |
| High-net-worth clients | 89 |
| Accounts managed | 1,795 |
| Employees | 22 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-41031) |
| Financial planning | Offered |
| Form ADV filed | February 12, 2026 |
| SEC record | CRD 106162 |