Firm
Eagle Bluffs Wealth Management
Columbia, Missouri
Fee-only
Eagle Bluffs Wealth Management at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 5 employees and 165 individual clients, 76 of them high net worth.
- Its average account is about $535,000 (assets it manages divided by its 550 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Columbia, Missouri |
|---|---|
| Website | eaglebluffs.com |
| Phone | (573) 507-9084 |
Eagle Bluffs Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|
In the firm's words
"We work with those who have more than $500,000 for us to manage for them." source
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 |
|---|---|
| Assets managed | $294 million |
| Individual clients | 89 |
| High-net-worth clients | 76 |
| Accounts managed | 550 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-120565) |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 306311 |