Syntegra Private Wealth Group

Syntegra Private Wealth Group at a glance

• One of 136 fee-only firms based in Missouri in the Wellspent graph.
• 4 advisors are listed here; 2 of 4 hold the CFP.
• Its Form ADV reports 20 employees and 2,112 individual clients, 354 of them high net worth.
• Its average account is about $656,000 (assets it manages divided by its 2,125 accounts).

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

Facts

Syntegra Private Wealth Group fees

Syntegra Private Wealth Group 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 (4)

• Isaac Butler

• Nathan Burke

  CFP

• Payton LaFoy

  CFP

• Spencer Barr