St. Louis Financial Planners Inc

CRD#105511
Investment Advisor Firm

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Learn more about St. Louis Financial Planners Inc

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    St. Louis Financial Planners Inc is located at 16091 Swingley Ridge Rd., Chesterfield, MO. The firm employs 4 financial advisors to manage client portfolios and provide financial guidance. St. Louis Financial Planners Inc is not a registered broker-dealer.

    St. Louis Financial Planners Inc oversees $5.3 million in assets under management across 43 accounts, all of which are discretionary. Over the past year, the firm has provided financial planning services to between 251 and 500 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and market timing services. The firm caters to retail investors, with retail investors being the largest client type by accounts. The fee structure at St. Louis Financial Planners Inc includes asset-based, hourly, and commission-based fees.

    St. Louis Financial Planners Inc is registered in the state of Missouri.

    Assets Under Management

    $5.3 million

    Number of Advisors

    4

    Disclosures

    No

    Office Location

    16091 Swingley Ridge Rd.
    Chesterfield, MO 63017

    St. Louis Financial Planners Inc by the Numbers

    Total Assets Under Management

    $5.3 million

    National Average: $8.6 billion
    Total Number of Employees

    10

    National Average: 64
    Total Number of Accounts

    43

    National Average: 375,227
    Average Account Size

    $122.3 thousand

    National Average: $23.0 thousand
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    Products and Services

    St. Louis Financial Planners Inc offers a number of services, which can include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and market timing services. In the last fiscal year, St. Louis Financial Planners Inc provided 251-500 of its customers with financial planning services. The Company is not engaged in selling products or offering services apart from investment advisory services to its investment advisory accounts.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Offered by 0% of firms

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Find a firm that offers this service

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Offered by 3% of firms

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial advice largely are based on the type of services provided. Fees charged by St. Louis Financial Planners Inc likely include any blend of the following fee types: asset-based, hourly, or commission-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 1% of firms

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    Unavailable

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm provides services to retail investors. St. Louis Financial Planners Inc's biggest client group by number of accounts is retail investors.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 100%
    • Corporations - 0%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    St. Louis Financial Planners Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at St. Louis Financial Planners Inc

    Matthew Jarrell
    Chesterfield, MO
    Casey Hunt
    Chesterfield, MO
    Timothy Hunt
    Chesterfield, MO
    Thomas Kieffer
    Chesterfield, MO

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    The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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    Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.