Firm
Terrance P Davis Cpa/pfs
St. Louis, Missouri
Fee-only
Terrance P Davis Cpa/pfs at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here, who holds the PFS.
- Its Form ADV reports 1 employee and 45 individual clients, 37 of them high net worth.
- Its average account is about $2.0 million (assets it manages divided by its 45 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | St. Louis, Missouri |
|---|---|
| Phone | (314) 963-9998 |
Terrance P Davis Cpa/pfs fees
Terrance P Davis Cpa/pfs 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $91 million |
| Individual clients | 8 |
| High-net-worth clients | 37 |
| Accounts managed | 45 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 28, 2020 |
| SEC record | CRD 118598 |