Firm
Method Finance
St. Louis, Missouri
Fee-only
Method Finance at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 56 individual clients, 20 of them high net worth.
- Its average account is about $323,000 (assets it manages divided by its 169 accounts).
- Its ongoing planning fee starts at $5,000 a year, in line with the Missouri median of $4,770.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | St. Louis, Missouri |
|---|---|
| Website | methodfinance.com |
| Phone | (314) 480-5598 |
Method Finance fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $100,000 |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"The minimum annual fee is $5,000." source
"1% fee per annum (minimum annual fee of $5,000)" source
"There is an account minimum of $100,000, which may be waived by Adviser in its discretion." source
"we offer a simple fee structure based on percent of assets under management" source
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 |
|---|---|
| Assets managed | $55 million |
| Individual clients | 36 |
| High-net-worth clients | 20 |
| Accounts managed | 169 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 12, 2026 |
| SEC record | CRD 170647 |