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CFP

Stephen Wedel

Private Client Services, LLC
42 Years of Experience
Creve Coeur, MO
3 DisclosuresBroker
View SEC Summary
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Stephen Wedel is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Creve Coeur, MO, with 42 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B in assets under management.

Private Client Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
685 advisors
Number of Clients
8,765 clients
Average Client Portfolio
$158K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.25%

Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Three City Dr, Suite 590, Creve Coeur, MO, 63141

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History

Regulatory History (3)
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.
Customer Dispute
May 2024
Settled
Customer Dispute
May 2022
Settled
Customer Dispute
August 2020
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Stephen is a registered representative with Four Seasons Wealth Management, LLC and an IAR with RFG Advisory, spending full-time hours on these activities. He also owns Wedel & Assciates Financial Services (and a similarly named entity) for tax purposes and is on the board of directors for the Naples Ailing and Yacht Club, dedicating minimal time to the latter.

Employment History
Current Registrations
Private Client Services, LLCBroker
June 2018 - Present · 8 yrs 4 mos
Rfg Advisory, LLC
August 2014 - Present · 12 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
November 2003 - June 2018 · 14 yrs 7 mos
LPL Financial LLC
November 2003 - November 2015 · 12 yrs
Veravest Investment Advisors, INC.
April 2003 - December 2003 · 8 mos
Veravest Investment Advisors, INC.
October 1995 - February 2003 · 7 yrs 4 mos
Veravest Investments, INC.Broker
April 1984 - November 2003 · 19 yrs 7 mos
First Investors CorporationBroker
January 1984 - March 1984 · 2 mos
State Registrations28 states
AZCACOCTDCFLGAIAIDILINKSMDMNMOMTNCNENJNYOHOKORSCTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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