Fee-Only Financial Services

Fee-Only Financial Services 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 1 individual clients.

Fee-only advisors in Missouri · What fee-only advisors charge in Missouri

Facts

Fee-Only Financial Services fees

Fee-Only Financial Services 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

Advisors at this firm (1)

• Sarah Wells

Other fee-only firms in Columbia

• Four Rivers Financial
• Harrison Financial Planning
• Trek Wealth Planning
• Truman Wealth Advisors
• Clarity Financial, L.L.C.
• Eagle Bluffs Wealth Management

Fee-only advisors in Missouri