Adk Wealth Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$759,775,400
Clients
1,195
Advisors
5
across 2 offices
About
ADK Wealth Advisory Group is an SEC‑registered investment adviser that provides fee‑based investment management and financial planning primarily to individual and high‑net‑worth clients; the firm also offers retirement‑plan advisory (including ERISA 3(21) and 3(38) services), hourly consulting, and tailored planning services. Investment programs and custody are delivered through LPL‑sponsored platforms and include both wrap and non‑wrap account structures.
Portfolios are constructed and supervised on an ongoing basis to match each client’s objectives and risk tolerance, with ADK using a combination of fundamental and technical analysis to implement long‑ and short‑term strategies across mutual funds, ETFs, equities, fixed income and REITs. The firm may manage accounts on a discretionary basis, employs rebalancing and periodic reviews, and uses features such as dynamic currency hedging for international exposures; it also operates specific LPL programs including its own wrap program and an Optimum Market Portfolio that uses Optimum Funds Class I shares.
What distinguishes ADK from many peers is that the firm serves as both program sponsor and portfolio manager for its wrap fee offerings—an arrangement that is uncommon for similar team firms—and that many of its representatives are licensed insurance agents who may offer commission‑based insurance products, a practice the brochure discloses as a potential conflict of interest. ADK also provides back‑office services to other advisers and a range of LPL model and manager platforms (PWP, MWP, Manager Select), making its mix of sponsor, fiduciary plan services and advisor support notable for a firm of its size.
Client services
Expertise
Occupation focus
Fee options
Fixed fees range from $250 to $4,000 for financial planning and consulting services
$0+: Up to 2.5% annually (negotiable, tiering possible for Manager Select program) $10,000+: Up to 2.5% annually (Optimum Market Portfolio - OMP, minimum $10,000, may be waived) $25,000+: Up to 2.5% annually (Model Wealth Portfolios Program - MWP) $100,000+: Up to 2.5% annually (Manager Select Program - MS, may be tiered, negotiable)
Clients may purchase investment products through LPL Financial on commission basis; no advisory fees charged in addition to commissions for such products
Up to $600 per hour for consulting services
Minimum fee: Financial planning fixed fees range from $250 to $4,000; hourly fees up to $600 per hour Fee-only: Advisory fees charged as percentage of AUM; also hourly and fixed fees for consulting/planning
Main office
See office12935 N Outer Forty Dr, #101
Creve Coeur MO 63141
Advisors at this office
4
Offices (2)
Most active in
Arizona · Arkansas · California · Colorado · Florida · Illinois · Indiana · Iowa · Kansas · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New Mexico · North Carolina · Ohio · Oregon · Pennsylvania · Tennessee · Texas · Vermont · Washington · Wisconsin
Also doing business as
Adk Wealth Advisory Group · Endeavor Wealth Management · Financial Planning World · Integral Wealth · Kraft, Davis & Associates, Inc. · Kraft, Davis & Associates, LLC · Steck Wealth Management
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.
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Advisors at this firm
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