Firm
The Wealth Collaborative
Lake Saint Louis, Missouri
Fee-only
The Wealth Collaborative 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 3 employees and 13 individual clients.
- Its average account is about $22,000 (assets it manages divided by its 64 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Lake Saint Louis, Missouri |
|---|---|
| Website | thewealthcollaborative.co |
| Phone | (314) 922-7399 |
The Wealth Collaborative fees
The Wealth Collaborative 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 13 |
| Accounts managed | 64 |
| Employees | 3 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | August 14, 2026 |
| SEC record | CRD 329753 |