80/20 Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
80/20 Financial Services is a single‑advisor registered investment adviser that provides comprehensive and consultative financial planning and discretionary portfolio management to individual and high‑net‑worth clients. The firm manages approximately $33 million for a small client base and generally requires a minimum account size for portfolio services, which may be waived at the firm’s discretion.
The firm builds personalized portfolios from a set of model allocations, tailoring equity exposure to each client’s objectives and risk tolerance and conducting monthly security reviews and annual client meetings. Its investment process combines fundamental and technical analysis with strategic asset allocation and offers both one‑topic consulting engagements and written comprehensive plans.
A notable distinction is that the firm’s principal also operates as a licensed independent insurance agent and may recommend insurance products for separate commission compensation, a conflict the brochure discloses and describes how it is managed. The adviser’s small, concentrated client base and the practice of waiving planning fees when clients engage investment management, together with reliance on a single advisor and use of an institutional custodian relationship that provides non‑cash support services, further differentiate its operating model from many peers.
Client services
Expertise
Fee options
Fixed fee ranging from $1,000 to $7,000 for financial planning services
Maximum 1.00% annually, negotiable based on account size
$240/hour for financial consulting and planning services
Fee-only: Fixed fee for financial planning ranging from $1,000 to $7,000; hourly fee $240/hour
Main office
Ozark MO
Advisors at this office
1
Most active in
Missouri
Also doing business as
80/20 Financial Services · 80/20 Financial Services LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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