Fee-only adviser · Chesterfield, MO
Thousand Wealth Management
Thousand Wealth Management is a fee-only investment adviser registered with the securities regulator of Missouri, with its main office in Chesterfield, Missouri. On its latest Form ADV, filed March 24, 2026, it reports $15M in regulatory assets under management, 11 individual clients and 2 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 | State-registered: Missouri |
|---|---|
| Firm CRD number | 298906 |
| Office | 663 Trade Center Blvd. Chesterfield, MO 63005 |
| Phone | (636) 532-9004 |
| Website | thousand.cpa |
| Regulatory assets under management | $15M |
| Individual clients | 8 non-high-net-worth, 3 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 24, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- 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 Chesterfield
- Syntegra Private Wealth Group LLC $1.4B
- Acropolis Investment Management $2.6B
- Brand Asset Management Group, Inc. $1.2B
- Hofman Wealth Management $464M
- Conway Financial Group, LLC $178M
- Belmont Private Wealth $192M
See all 10 fee-only advisers in Chesterfield →
Nearby
- Ellisville 2 firms
- Creve Coeur 2 firms
- St. Charles 6 firms
- Manchester 3 firms
- Kirkwood 1 firm
- Ladue 1 firm
- St. Louis 57 firms
- Sunset Hills 1 firm
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