Bockhorst Wealth Stratagies Llc
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About
Bockhorst Wealth Strategies LLC is a Missouri-registered investment adviser that provides non‑discretionary investment advisory services and financial coaching to individual investors, including both non‑high‑net‑worth and high‑net‑worth clients. The firm’s stated services include investment consulting, portfolio reviews, retirement planning, investment education, asset allocation guidance, and recommendations regarding individual stocks, ETFs, and mutual funds.
The firm describes an approach that combines fundamental and technical analysis with market research to develop long‑term investment recommendations, and it emphasizes client education and communication through scheduled one‑hour review meetings and written follow‑up summaries. Because services are non‑discretionary, clients retain custody and control of accounts and are responsible for implementing the adviser’s recommendations with their chosen custodians.
Distinctive features in the brochure include an explicit offering of financial planning and financial coaching alongside investment advice and a client mix that includes both non‑HNW and HNW individuals—attributes that are less common among firms in this regulatory category. The firm also discloses the use of fixed monthly advisory fees in addition to asset‑based fees, does not receive third‑party compensation or act as a private fund adviser, and provides the first two meetings at no cost, reflecting an education‑focused, client‑implemented model.
Client services
Expertise
Fee options
Under $100,000+: Flat $250 monthly fee per meeting $100,000 - $999,999: 2.00% annually (calculated monthly) $1,000,000+: 1.00% annually (calculated monthly)
Minimum fee: $250 per month if a meeting occurs, applies for assets under $100,000 Fee-only: Firm charges fixed monthly fees and asset-based advisory fees; does not receive commissions
Main office
Troy, Lincoln MO
Advisors at this office
1
Most active in
Missouri
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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