Herzog Financial Group 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 87 individual clients, 38 of them high net worth.
- Its average account is about $248,000 (assets it manages divided by its 195 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Saint Louis, Missouri |
|---|---|
| [email protected] | |
| Phone | (314) 548-6067 |
Questions about Herzog Financial Group
How is Herzog Financial Group paid?
Herzog Financial Group's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Herzog Financial Group have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Herzog Financial Group.
What is the average account at Herzog Financial Group?
Herzog Financial Group's average account is about $248,000. That's the assets on its Form ADV divided by its 195 accounts.
Herzog Financial Group fees
Herzog Financial Group 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 | Percentage of assets · Hourly |
|---|---|
| Assets managed | $48 million |
| Individual clients | 49 |
| High-net-worth clients | 38 |
| Accounts managed | 195 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 19, 2026 |
| SEC record | CRD 174141 |