RBF Wealth Advisors

RBF Wealth Advisors at a glance

• One of 136 fee-only firms based in Missouri in the Wellspent graph.
• 8 advisors are listed here; 3 of 8 hold the CFP.
• Its Form ADV reports 17 employees and 1,244 individual clients, 273 of them high net worth.
• Its average account is about $296,000 (assets it manages divided by its 2,421 accounts).

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

Facts

RBF Wealth Advisors fees

RBF Wealth Advisors 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 (8)

• Anthony Kalinowski

  CFP

• Blake Clynes

  CFP

• Mark Johnson

• Michael Meara

• Nathan Rivera

• Nathaniel Gilman

  CFP

• Robert Butler

• Travis Grasser

Other fee-only firms in St. Louis

• Rising Tide Wealth Advisory Solutions, LLC
• Sigma Advisors
• Signify Wealth
• Smart Steps Wealth Management
• Stonebridge Financial Group
• Sunpointe Investments
• Terrance P Davis Cpa/pfs
• The Private Family Advisors

Fee-only advisors in Missouri