Casey Hunt
Casey Hunt is a CFP-designated registered investment advisor at St. Louis Financial Planners Asset Management, LLC, based in Chesterfield, MO, with 28 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 446 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.50% |
| $50K - $100K | 2.25% |
| $100K - $500K | 2.00% |
| $500K+ | 1.75% |
Fees may be negotiable at STLFPAM's discretion.
Fee Estimator
Location
16091 Swingley Ridge Rd., Ste 345, Chesterfield, MO, 63017
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Casey is part owner of St Louis Financial Planners Inc and St Louis Financial Planners Asset Management LLC, dedicating nearly full-time and about a quarter of their time, respectively. Casey also sells long-term and term life insurance and facilitates CD sales, while providing investment advice and asset management services.
Employment History
Current Registrations
St. Louis Financial Planners INC.
St. Louis Financial Planners Asset Management, LLC
State Registrations3 states
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