Moment Private Wealth

Moment Private Wealth at a glance

• One of 136 fee-only firms based in Missouri in the Wellspent graph.
• 5 advisors are listed here; 2 of 5 hold the CFP.
• Its Form ADV reports 7 employees and 105 individual clients, 65 of them high net worth.
• Its average account is about $497,000 (assets it manages divided by its 719 accounts).

Fee-only advisors in Missouri · What fee-only advisors charge in Missouri

Facts

Moment Private Wealth fees

Moment Private Wealth 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

Advisors at this firm (5)

• Alex Flaugher

• Brendan Fraleigh

• Karson Westhoff

• Luke Turner

  CFP

• Scott Morrison

  CFP

Other fee-only firms in Saint Louis

• AIS Financial
• Alpine Private Wealth
• Armory Oak Wealth
• Brady Family Wealth
• Cauble & Harre Wealth Management
• Core Planning, LLC
• Daytona Street Capital
• Gateway Wealth Management, LLC

Fee-only advisors in Missouri