Refresh Wealth
University City, Missouri
Refresh Wealth 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 ongoing planning fee starts at $10,000 a year, above the Missouri median of $4,770.
- Its website says it's taking new clients.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | University City, Missouri |
|---|---|
| Website | refreshwealthadvisory.com |
Questions about Refresh Wealth
How much does Refresh Wealth charge?
Refresh Wealth publishes these prices: ongoing planning: from $10,000 a year. We found this on its website, checked October 28, 2026.
How many advisors does Refresh Wealth have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Refresh Wealth.
What does Refresh Wealth specialize in?
Refresh Wealth's advisors and website list equity compensation, tax planning and estate & legacy planning.
Is Refresh Wealth accepting new clients?
Yes, according to Refresh Wealth's website, checked October 28, 2026.
Refresh Wealth 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.
| Ongoing planning | From $10,000 a year |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Annual Minimum Planning Fee" 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.
Advisors at this firm (1)
Other fee-only firms in Missouri
- Rising Tide Wealth Advisory Solutions, LLC · St. Louis
- Ryan Poage & · Kansas City
- Sarver Vrooman Wealth Advisors · Kansas City
- Schnell Financial Group · Sedalia
- SFC Financial · Sunset Hills
- Sigma Advisors · St. Louis
- Signify Wealth · St. Louis
- Smart Steps Wealth Management · St. Louis