Firm
Generational Wealth Specialists
Des Peres, Missouri
Fee-only
Generational Wealth Specialists 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 10 individual clients, 5 of them high net worth.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Des Peres, Missouri |
|---|---|
| Phone | (314) 614-0436 |
Generational Wealth Specialists fees
Generational Wealth Specialists 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 | Hourly |
|---|---|
| Individual clients | 5 |
| High-net-worth clients | 5 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 329414 |
Advisors at this firm (1)
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