The Private Family Advisors

The Private Family Advisors at a glance

• One of 136 fee-only firms based in Missouri in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 2 employees and 53 individual clients, 37 of them high net worth.
• Its average account is about $319,000 (assets it manages divided by its 258 accounts).
• Its website says it's taking new clients.

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

Facts

The Private Family Advisors fees

The Private Family Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 (2)

• Eduardo Vigil

  CFP

• Gregory Zitko

Other fee-only firms in St. Louis

• Toberman Becker Wealth, LLC
• Universal Financial Advisors
• B.E.S.T. Wealth Management
• Claris Advisors
• Clayton Financial Group
• Compass Wealth
• Droms Strauss Wealth Management
• Fiduciary Advisors

Fee-only advisors in Missouri