Peakview Strategies
Cottleville, Missouri
Peakview Strategies 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 25 individual clients, 7 of them high net worth.
- Its average account is about $223,000 (assets it manages divided by its 81 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Cottleville, Missouri |
|---|---|
| Website | peakviewstrategies.com |
| [email protected] | |
| Phone | (636) 200-8275 |
Questions about Peakview Strategies
How much does Peakview Strategies charge?
Peakview Strategies publishes these prices: asset-based fee: 0.6% to 1.1% a year. We found this on its website, checked October 28, 2026.
How is Peakview Strategies paid?
Peakview Strategies's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Peakview Strategies have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Peakview Strategies.
What is the average account at Peakview Strategies?
Peakview Strategies's average account is about $223,000. That's the assets on its Form ADV divided by its 81 accounts.
Is Peakview Strategies accepting new clients?
Yes, according to Peakview Strategies's website, checked October 28, 2026.
Peakview Strategies fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.6% to 1.1% a year |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"You pay us between 0.60% and 1.1% per year of assets that we manage in your best interests." source
"You pay us between 0.60% and 1.1% per year of assets that we manage in your best interests." source
"You pay us between 0.60% and 1.1% per year of assets that we manage in your best interests." source
"Our fees are payable in your choice of monthly or annual installments." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $18 million |
| Individual clients | 18 |
| High-net-worth clients | 7 |
| Accounts managed | 81 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | September 10, 2026 |
| SEC record | CRD 318488 |
Advisors at this firm (1)
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