Brady Family Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brady Family Wealth serves individuals (including high‑net‑worth clients), families, foundations, pension and profit‑sharing plans, trusts, estates, corporations and other business entities by providing investment and wealth management, financial planning and consulting, selection of independent managers, and both fiduciary and non‑fiduciary plan sponsor services. The firm operates on a fee‑only, percentage‑of‑assets model and generally requires a $1,000,000 minimum for investment management, with exceptions made at the firm’s discretion.
The firm offers both discretionary and non‑discretionary portfolio management and constructs tax‑aware, risk‑adjusted asset allocations that combine active and passive strategies across equities, fixed income, ETFs, mutual funds and, when appropriate, alternative or held‑away investments. Brady Family Wealth’s process includes an initial and ongoing assessment of cash flow, risk tolerance and time horizon, coordination with clients’ tax and other advisors, and services such as tax‑loss harvesting and retirement plan consulting.
An uncommon operational feature is that Brady Family Wealth sponsors a wrap fee program, offering a bundled advisory and trade‑execution option alongside its standard AUM‑based engagements. As of December 31, 2025 the firm reported approximately $259.8 million in discretionary assets and $52.9 million in non‑discretionary assets (about $312.7 million total), and it continues to provide employee benefit plan advisory services while operating as a family‑owned adviser.
Client services
Expertise
Occupation focus
Fee options
Fixed rate fees for financial planning and consulting services; no minimum fee; fees generally do not exceed $10,000 annually.
0.50% to 1.25% per year (varies depending on size, complexity, and negotiated fees)
Hourly billing for financial planning and consulting services; no minimum fee; fees generally do not exceed $10,000 annually.
Account minimum: $1,000,000 Fee-only: Fees vary and are charged on a fee-only basis; financial planning and consulting fees billed hourly or fixed rate, generally not exceeding $10,000 annually.
Main office
See office1401 South Brentwood Blvd., Suite 880
Saint Louis MO 63144
Advisors at this office
2
Offices (2)
Most active in
Florida · Illinois · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Quick links
Advisors at this firm
Thomas B
CFP®, CFA®, Series 63, Series 66
Saint Louis, MO
Brady Family Wealth, LLC
Thomas Brady is a CFP® and CFA® credentialed advisor with 24 years of industry experience. He is a principal at Brady Family Wealth, LLC, where he has worked since 2021, and he has also been associated with Wells Fargo Advisors LLC since 2009. Additionally, he serves as a co-trustee for children in an investment-related capacity. Brady Family Wealth serves a diverse client base including individuals, families, foundations, and business entities by providing investment and wealth management, financial planning, and fiduciary services. The firm employs a fee-only, percentage-of-assets model and utilizes both discretionary and non-discretionary portfolio management to deliver tax-aware, risk-adjusted asset allocations.
Andrew B
CFA®, Series 66
Miami, FL
Brady Family Wealth, LLC
Andrew Brady is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He is currently with Brady Family Wealth, LLC in Miami, FL, where he has worked since 2021. Prior to that, he was with Wells Fargo Clearing from 2016 to 2021. Brady Family Wealth serves individuals, families, foundations, pension and profit-sharing plans, trusts, estates, corporations, and other business entities with investment and wealth management, financial planning, and consulting services. The firm employs a fee-only, percentage-of-assets model and uses a combination of active and passive strategies to create tax-aware, risk-adjusted portfolios.
Michael B
CFP®, Series 63, Series 66
Saint Louis, MO
Brady Family Wealth, LLC
Michael Brady is a CFP® with 12 years of experience in the financial industry. He is currently with Brady Family Wealth, LLC, where he has worked since 2023, following seven years at Wells Fargo Clearing. Outside of his advisory role, he serves on a high school advancement committee focused on promoting the school and fundraising. Brady Family Wealth, LLC serves individuals, families, foundations, and various business entities by providing investment and wealth management, financial planning, and consulting services. The firm employs a fee-only model, offers both discretionary and non-discretionary portfolio management, and utilizes tax-aware, risk-adjusted asset allocations combining active and passive strategies.
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