CWOs for Hire
Town & Country, Missouri
CWOs for Hire at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 59 individual clients, 15 of them high net worth.
- Its average account is about $271,000 (assets it manages divided by its 170 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Town & Country, Missouri |
|---|---|
| Website | cwosforhire.com |
| [email protected] | |
| Phone | (314) 807-9870 |
Questions about CWOs for Hire
How is CWOs for Hire paid?
CWOs for Hire's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does CWOs for Hire have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at CWOs for Hire.
What is the average account at CWOs for Hire?
CWOs for Hire's average account is about $271,000. That's the assets on its Form ADV divided by its 170 accounts.
What does CWOs for Hire specialize in?
CWOs for Hire's advisors and website list retirement planning, tax planning and small business owners.
CWOs for Hire fees
CWOs for Hire 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 | $46 million |
| Individual clients | 44 |
| High-net-worth clients | 15 |
| Accounts managed | 170 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 16, 2026 |
| SEC record | CRD 282564 |
Advisors at this firm (1)
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