Timothy Hunt
Timothy Hunt is a CFP-designated registered investment advisor at St. Louis Financial Planners INC., based in Chesterfield, MO, with 37 years of industry experience. Timothy 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 2 more. Their firm serves 18 clients with $5.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
STLFP offers investment management services with fees based on the amount of your portfolio. There are multiple fee schedules depending on the advisor and strategy used. Here's a summary of the different fee schedules:
TAKStd Fee
- First $249,000: 1.35% per year
- $249,000.01 to $500,000: 1.25% per year
- $500,000.01 to $2,000,000: 1.00% per year
- Over $2,000,000.01: 0.75% per year
TAK .97 Fee
- All assets: 0.97% per year
TAK 1.00 Fee
- First $2,000,000: 1.00% per year
- Over $2,000,000.01: 0.75% per year
TAK 1.20 Fee
- First $500,000: 1.20% per year
- $500,000.01 to $1,000,000: 1.00% per year
- Over $1,000,000.01: 0.75% per year
TAK 1.25 Fee
- First $500,000: 1.25% per year
- $500,000.01 to $1,000,000: 1.00% per year
- Over $1,000,000.01: 0.75% per year
Fees are calculated using the average daily account balance and are paid quarterly.
Location
16091 Swingley Ridge Rd., Ste 345, Chesterfield, MO, 63017
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2001Other Business ActivitiesSells Insurance
Timothy is a part owner of St Louis Financial Planners Inc and St Louis Financial Planners Asset Management LLC, spending about a quarter of his time and nearly full-time, respectively, on these activities. He also sells long-term care and term insurance through various agencies, dedicating minimal time to this.
Employment History
Current Registrations
St. Louis Financial Planners INC.
St. Louis Financial Planners Asset Management, LLC
State Registrations3 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.