Corey Stackhouse
Corey Stackhouse is a CFP-designated registered investment advisor at Stackhouse Enterprises, based in Sedalia, MO, with 11 years of industry experience. Corey 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 196 clients with $28M 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 $10.0M | 2.00% |
| $10M+ | 1.00% |
Fee Estimator
Location
516 S. Ohio Ave., Sedalia, MO, 65301
Get directionsHistory
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
Corey offers insurance services through Stackhouse Insurance LLC, which he founded in 2022, and receives referral fees from Beacon for business sales. Corey also owns Stackhouse Tax Service, LLC, where he prepares tax returns for clients, dedicating a few hours per week.
Employment History
Current Registrations
Stackhouse Enterprises
Previous Registrations
Huntleigh Advisors, INC.
Huntleigh Securities CorporationBroker
Edward Jones
Edward JonesBroker
State Registrations2 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.