Cory Kraft
Cory Kraft is a CFP-designated registered investment advisor at Adk Wealth Advisory Group, based in St. Louis, MO, with 37 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,190 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ADK Wealth Advisory Group charges a percentage of your portfolio each year, up to a maximum of 2.5%. The exact fee is agreed upon in a written agreement. Clients can choose to have ADK make trades for them (discretionary) or approve each trade beforehand (non-discretionary). If you don't participate in a wrap fee program, you'll also pay transaction charges to LPL Financial for each trade. The fees are negotiable.
Location
12935 North Outer Forty Road, Suite 101, St. Louis, MO, 63141
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Regulatory History (1)
Customer Dispute
June 2011Other Business Activities
Cory owns Brownstone LLC, which owns an airplane, but he generates no income from it and spends minimal time on it. He also dedicates nearly full-time hours to investment advisory services through Kraft, Davis and Associates, LLC, an independent investment advisor firm.
Employment History
Current Registrations
Adk Wealth Advisory Group
LPL Financial LLCBroker
Previous Registrations
Adk Wealth Advisory Group
LPL Financial LLC
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations38 states
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.