Firm
ITI Financial Management
Springfield, Missouri
Fee-only
ITI Financial Management 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 2 employees and 106 individual clients, 21 of them high net worth.
- Its average account is about $402,000 (assets it manages divided by its 239 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Springfield, Missouri |
|---|---|
| Website | itifinancialmgt.com |
| Phone | (417) 889-2550 |
ITI Financial Management fees
ITI Financial Management 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 | $96 million |
| Individual clients | 85 |
| High-net-worth clients | 21 |
| Accounts managed | 239 |
| Employees | 2 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | September 24, 2026 |
| SEC record | CRD 152658 |