AF
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
823 advisors
Number of Clients
34,999 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$95.9B
Fee Structure
Financial Planning:Included in AUM fee
This firm does not provide a fixed AUM fee schedule. Fees are likely negotiable. Contact the firm directly for specific fee information.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingCharitable Giving
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Advisor Information
Office location
190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Focus Partners Wealth, LLC
August 2024 - Present · 1 yr 5 mos
Focus Partners Advisor Solutions, LLC
February 2023 - Present · 2 yrs 11 mos
Previous Registrations
Buckingham Strategic Wealth, LLC
February 2023 - July 2024 · 1 yr 5 mos
The Leaders Group, INC.Broker
March 2019 - December 2022 · 3 yrs 9 mos
Edward Jones
April 2013 - August 2018 · 5 yrs 4 mos
Edward Jones Broker
March 2013 - August 2018 · 5 yrs 5 mos
Pruco Securities, LLC. Broker
April 2009 - August 2009 · 4 mos
Pruco Securities, LLC. Broker
July 2008 - December 2008 · 5 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.