Universal Financial Advisors

Universal Financial Advisors at a glance

• One of 136 fee-only firms based in Missouri in the Wellspent graph.
• 5 advisors are listed here.
• Its Form ADV reports 8 employees and 326 individual clients, 69 of them high net worth.
• Its average account is about $391,000 (assets it manages divided by its 709 accounts).

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

Facts

Universal Financial Advisors fees

Universal Financial Advisors 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 (5)

• Anthony Rich

• Corey Myers

• Grant Richars

• Gregory Wozniak

• William Albair

Other fee-only firms in St. Louis

• B.E.S.T. Wealth Management
• Claris Advisors
• Clayton Financial Group
• Compass Wealth
• Droms Strauss Wealth Management
• Fiduciary Advisors
• Halyard Financial
• JAG Capital Management

Fee-only advisors in Missouri