Firm
First Class Capital
Liberty, Missouri
Fee-only
First Class Capital 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 8 individual clients, 4 of them high net worth.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Liberty, Missouri |
|---|---|
| Website | firstclasscap.com |
| Phone | (816) 726-5339 |
First Class Capital fees
First Class Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Performance-based fees |
|---|---|
| Assets managed | $10 million |
| Individual clients | 4 |
| High-net-worth clients | 4 |
| Accounts managed | 1,000,000 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 329109 |
Advisors at this firm (1)
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