Fama Fiduciary Wealth
Manchester, Missouri
Fama Fiduciary Wealth at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 59 individual clients, 41 of them high net worth.
- Its average account is about $549,000 (assets it manages divided by its 217 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Manchester, Missouri |
|---|---|
| Website | famawealth.com |
| Phone | (314) 584-5550 |
Questions about Fama Fiduciary Wealth
How much does Fama Fiduciary Wealth charge?
Fama Fiduciary Wealth publishes these prices: asset-based fee: 0.95% a year on the first tier of assets. We found this on its website, checked October 30, 2026.
How is Fama Fiduciary Wealth paid?
Fama Fiduciary Wealth's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Fama Fiduciary Wealth have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Fama Fiduciary Wealth.
What is the average account at Fama Fiduciary Wealth?
Fama Fiduciary Wealth's average account is about $549,000. That's the assets on its Form ADV divided by its 217 accounts.
Fama Fiduciary Wealth 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.
| Asset-based fee | 0.95% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
".95 % on the first $1,000,000 of market value*" source
".95 % on the first $1,000,000 of market value*" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $119 million |
| Individual clients | 18 |
| High-net-worth clients | 41 |
| Accounts managed | 217 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-78791) |
| Financial planning | Offered |
| Form ADV filed | September 28, 2026 |
| SEC record | CRD 125627 |
Advisors at this firm (1)
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