CA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
20 advisors
Number of Clients
1,494 clients
Average Client Portfolio
$197K average
Assets Under Management
$294.8M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.3M | 1.00% |
| $1.3M - $2.3M | 0.75% |
| $2.3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$250
The firm charges an annual fee based on assets under management. Estate planning services are included for portfolio management clients. For non-portfolio management clients, estate planning services are a flat $250 fee. The annual fee for retirement plan advisory services is up to 0.50% of plan assets and is negotiable.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
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Advisor Information
Office location
530 Vance Road, Saint Louis, MO, 63088
Get directionsRegulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
May 2000Final Disposition
Criminal
March 1998Final Disposition
Criminal
February 1997Final Disposition
Criminal
July 1991Final Disposition
Other Business ActivitiesSells Insurance
Cesar is an insurance agent with FEFA Advisors LLC since June 2026. He spends a few hours per week on this activity, earning 30% of his total yearly compensation from it.
Employment History
Current Registrations
Fefa Financial
January 2024 - Present · 2 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.