Firm
Signify Wealth
St. Louis, Missouri
Fee-only
Signify Wealth at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 17 employees and 112 individual clients, 40 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 311 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | St. Louis, Missouri |
|---|---|
| Website | signifywealth.com |
| Phone | (314) 222-0295 |
Signify Wealth fees
Signify 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
| Paid by | Percentage of assets · Performance-based fees |
|---|---|
| Assets managed | $365 million |
| Individual clients | 72 |
| High-net-worth clients | 40 |
| Accounts managed | 311 |
| Employees | 17 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-116909) |
| Financial planning | Offered |
| Form ADV filed | June 17, 2026 |
| SEC record | CRD 160094 |