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Credentials
PFS™, Series 65
Experience Industry experience
27 years
Location
St. Louis, MO 63105
Focus Partners Wealth, LLC
Enterprise
Clients per advisor
59 TypicalAvg AUM per client
$2,557,933 Very HighHNW client ratio
49% Very HighDouglas Clark is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Soltys & Clark, CPA LLC, and Madison Wealth Advisors, LLC. Outside of his advisory work, he serves as a board member for the Scarborough Group of Companies, a global logistics and warehousing business. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, along with access to private funds and third-party separate account managers.
Based on Focus Partners Wealth, LLC
Based on Focus Partners Wealth, LLC
Based on Focus Partners Wealth, LLC
Based on Focus Partners Wealth, LLC
Financial counseling, divorce planning, aging life care planning, practice integrated wealth management (generally $150-$825/month), family budget services ($3,000 to $6,000 fixed monthly fees), business solutions ($5,000 to $50,000 fixed fees), aging life care planning ($1,500 upfront plus $250/hour for additional meetings)
$0 - $25,000,000: Up to 1.25%, negotiable and based on client factors $25,000,000+: Negotiable and varying based on client relationship and assets
Financial counseling (sometimes), family office services ($95 to $275/hour), business management ($80 to $375/hour), dispute resolution services ($250 to $300/hour)
Performance-based fees charged for certain Private Funds and private accounts; e.g., carried interest on private equity funds, 10%-15% of distributions after hurdle for TCP fund.
Subscription fee for The Prudent Speculator newsletter: $33/month, $325-$375/year, or $595-$695/2 years.
Account minimum: $5,000 Minimum fee: Typically subject to a minimum fee of $5,000 Fee-only: Financial counseling fees generally annual/fixed billed quarterly; family office fees quarterly or hourly rates $95-$275/hr; family budget fees fixed monthly fees $3,000-$6,000 or higher; business management hourly rates $80-$375; dispute resolution hourly rates $250-$300; tax compliance fees variable.
St Louis, MO
190 Carondelet Plaza, Suite 600
St Louis MO 63105
Advisors at this office
141
Missouri · Texas
27 years of industry experience
The Colony Group, LLC
2024 - Present • 2 years
Boston, MA
Buckingham Strategic Wealth, LLC
2023 - Present • 3 years
Clayton, MO
Soltys & Clark, CPA LLC
2016 - 2019 • 3 years
Lee Summit, MO
Madison Wealth Advisors, LLC
1998 - 2023 • 25 years
Lee Summit, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Verified by Warmer
CFP®, CRPC®, EA
Kirkwood, MO
Mayfair Financial, LLC
Meet Joe Petry, Ph.D., CFP®, EA, CRPC®— Passionate hooper, hiker, and dog lover who founded Mayfair Financial. -Ph.D. in Economics and a Master's in Personal Financial Planning. -Extensive academic and professional background in teaching finance and economics at renowned institutions. -Certified Financial Planner™ and Chartered Retirement Planning Counselor®. -Has received awards for his volunteerism and leadership. -He believes in the power of random acts of kindness to make the world a better place. Fun Fact: Joe and his neighbors are now novice beekeepers.
Verified by Warmer
CFP®, Series 63
St. Louis, MO
Trinity Wealth Advisors LLC
Alan Smith is a CFP® with 39 years of industry experience, currently serving at Trinity Wealth Advisors LLC in St. Louis, MO. He has worked at Trinity Wealth Advisors since 1998 and owns Business Owner Strategies, Inc. Additionally, he is an independent representative for Growth Management Group / Stryde Savings, providing tax and cost-saving strategies for privately held companies. Trinity Wealth Advisors is an SEC-registered investment adviser serving individuals, high-net-worth families, retirement plans, and businesses. The firm employs a values-based “Return on Life” planning approach and typically uses outside institutional managers and sub-advisors to implement client portfolios.
Verified by Warmer
Series 66, Series 7, JD
Chesterfield, MO
Ameriprise
Richard Espenschied is a financial advisor at Ameriprise with Series 66, Series 7, and APMA(R) designations. Before joining Ameriprise in 2025, he worked at Anheuser-Busch for nine years in economics and strategy. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
CFP®, Series 65
Saint Charles, MO
Fidelis Financial Planning, LLC
Jeffrey Laughlin is a CFP® with 17 years of industry experience and has been with Fidelis Financial Planning, LLC since 2011. He holds a Series 65 license and is based in Saint Charles, MO. Outside of his advisory role, he is the owner and managing member of a non-investment related real estate entity. Fidelis Financial Planning serves middle-income and high-net-worth individuals, as well as various institutional clients, offering integrated financial planning and discretionary portfolio management. The firm employs a structured investment approach grounded in academic research, focusing on broadly diversified, low-cost funds and ETFs.
Series 65, Series 66
Clayton, MO
Virtual Investment Planning LLC
Jahanguir Azodi is the principal of Virtual Investment Planning LLC and holds Series 65 and Series 66 licenses with 28 years of industry experience. He previously worked at Aspire Wealth Management, Berthel Fisher & Company Financial Services, and America's Financial Center, among others. Azodi also operates America's Financial Center, a wealth management and tax services firm, and is an author of a book related to accounting and tax services. Virtual Investment Planning LLC provides wealth management, discretionary portfolio management, financial planning, and retirement account advice to individuals, high-net-worth clients, and businesses. The firm manages approximately $23.7 million across about 102 clients, utilizing a long-term-focused investment process that combines fundamental and technical analysis, employing diversified mutual funds, ETFs, individual stocks and bonds, and insurance consulting through affiliated businesses.
Series 65
Fenton, MO
Midwest Investment Advisors, LLC
Bruce Krieg is a financial advisor at Midwest Investment Advisors, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Midwest Investment Advisors since 2010 and also has a long tenure at Kriegl Lohbeck & Co dating back to 1992. Midwest Investment Advisors is a single-advisor independent firm that provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and business entities, including pension and profit-sharing plans. The firm employs multiple analytical methods and a broad range of investment instruments, with a client mix that uniquely includes corporate and institutional-type accounts.
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