Firm
Clayton Financial Group
St. Louis, Missouri
Fee-only
Clayton Financial Group at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 7 employees and 243 individual clients, 167 of them high net worth.
- Its average account is about $608,000 (assets it manages divided by its 1,306 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | St. Louis, Missouri |
|---|---|
| Website | claytonfinancialgroup.com |
| [email protected] | |
| Phone | (314) 446-3250 |
Clayton Financial Group fees
Clayton Financial Group 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 | $794 million |
| Individual clients | 76 |
| High-net-worth clients | 167 |
| Accounts managed | 1,306 |
| Employees | 7 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-97344) |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 226729 |