Fee-only adviser · Columbia, MO
Eagle Bluffs Wealth Management LLC
Eagle Bluffs Wealth Management LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Columbia, Missouri. On its latest Form ADV, filed March 10, 2026, it reports $294M in regulatory assets under management, 165 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 306311 · SEC file 801-120565 |
| Office | 2201 Old 63 South Columbia, MO 65201 |
| Phone | (573) 507-9084 |
| Website | eaglebluffs.com |
| Regulatory assets under management | $294M ($294M discretionary) |
| Individual clients | 89 non-high-net-worth, 76 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Columbia
- Convergence Financial $904M
- Wilkerson Advisory Group LLC $327M
- Truman Wealth Advisors $106M
- Clarity Financial $29M
- Trek Wealth Planning $24M
- Harrison Financial Planning $32M
See all 8 fee-only advisers in Columbia →
Nearby
- Jefferson City 1 firm
- Centralia 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Eagle Bluffs Wealth Management LLC? Update this listing.