Firm
Smart Steps Wealth Management
St. Louis, Missouri
Fee-only
Smart Steps Wealth Management 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 278 individual clients, 18 of them high net worth.
- Its average account is about $291,000 (assets it manages divided by its 280 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | St. Louis, Missouri |
|---|---|
| Website | smartstepswealth.com |
| Phone | (314) 970-2377 |
Smart Steps Wealth Management fees
Smart Steps Wealth Management 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 · Fixed fees |
|---|---|
| Assets managed | $82 million |
| Individual clients | 260 |
| High-net-worth clients | 18 |
| Accounts managed | 280 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-129880) |
| Financial planning | Offered |
| Form ADV filed | October 5, 2026 |
| SEC record | CRD 330411 |