Cauble & Harre Wealth Management at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 104 individual clients, 65 of them high net worth.
- Its average account is about $696,000 (assets it manages divided by its 432 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Saint Louis, Missouri |
|---|---|
| Website | caubleharre.com |
| [email protected] | |
| Phone | (314) 576-1112 |
Questions about Cauble & Harre Wealth Management
How is Cauble & Harre Wealth Management paid?
Cauble & Harre Wealth Management's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Cauble & Harre Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 4 advisors at Cauble & Harre Wealth Management, and 3 hold the CFP.
What is the average account at Cauble & Harre Wealth Management?
Cauble & Harre Wealth Management's average account is about $696,000. That's the assets on its Form ADV divided by its 432 accounts.
Cauble & Harre Wealth Management fees
Cauble & Harre 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 | $301 million |
| Individual clients | 39 |
| High-net-worth clients | 65 |
| Accounts managed | 432 |
| Employees | 4 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-70042) |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 143812 |