Rising Tide Wealth Advisory Solutions, LLC 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 24 individual clients, 8 of them high net worth.
- Its average account is about $184,000 (assets it manages divided by its 104 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | St. Louis, Missouri |
|---|---|
| Website | risingtidewas.com |
| [email protected] |
Questions about Rising Tide Wealth Advisory Solutions, LLC
How is Rising Tide Wealth Advisory Solutions, LLC paid?
Rising Tide Wealth Advisory Solutions, LLC's Form ADV says it is paid by: percentage of assets, hourly, subscription, fixed fees.
How many advisors does Rising Tide Wealth Advisory Solutions, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Rising Tide Wealth Advisory Solutions, LLC.
What is the average account at Rising Tide Wealth Advisory Solutions, LLC?
Rising Tide Wealth Advisory Solutions, LLC's average account is about $184,000. That's the assets on its Form ADV divided by its 104 accounts.
Rising Tide Wealth Advisory Solutions, LLC fees
Rising Tide Wealth Advisory Solutions, LLC 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
| Paid by | Percentage of assets · Hourly · Subscription · Fixed fees |
|---|---|
| Assets managed | $19 million |
| Individual clients | 16 |
| High-net-worth clients | 8 |
| Accounts managed | 104 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 319630 |