FEFA Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$433,808,034
Clients
1,679
Advisors
22
across 7 offices
About
FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high‑net‑worth clients, pension/profit‑sharing plans, and business entities. The firm prepares individualized Investment Policy Statements and offers estate‑planning assistance through third‑party providers as part of its advisory engagements.
Investment decisions are guided by a mix of fundamental, quantitative, cyclical analysis and modern portfolio theory, with a typical emphasis on equities and ETFs and the use of model allocations tailored to client risk profiles. Risk tolerance is documented with third‑party software, accounts receive at least annual reviews, and the firm performs additional compliance audits of a sample of accounts.
Notable features relative to many peers include an ownership‑level affiliation with a commercial litigation law firm (the brochure states legal services from that outside activity will not be provided to clients) and an affiliated insurance agency that works with an insurance marketing organization (Advisors Excel/AE Wealth Management), a relationship the firm discloses can create incentive and conflict‑of‑interest dynamics. The firm also operates a wrap program, requires use of a designated custodian for advisory accounts (Charles Schwab Advisor Services), and integrates third‑party retirement recordkeeping platforms, blending advisory, insurance and third‑party support arrangements.
Client services
Expertise
Fee options
$500 flat fee for estate planning services for non-portfolio management clients.
$0 - $250,000: 1.25% $250,000.01 - $1,250,000: 1.00% $1,250,000.01 - $2,250,000: 0.75% $2,250,000.01+: 0.50%
Insurance commissions are earned by some representatives for the sale of insurance products and are separate and in addition to advisory fees.
Main office
See office530 Vance Road
Saint Louis MO 63088
Advisors at this office
15
Offices (7)
Saint Louis, MO
530 Vance Road, Saint Louis, MO 63088
15 advisors
Austin, TX
Austin, TX
2 advisors
Atlanta, GA
Atlanta, GA
1 advisor
Bradenton, FL
Bradenton, FL
1 advisor
Covington, KY
Covington, KY
1 advisor
Gig Harbor, WA
Gig Harbor, WA
1 advisor
North Palm Beach, FL
2002 Cove Lane, North Palm Beach, FL 33408
1 advisor
Most active in
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin
Also doing business as
Fefa Asset Management LLC D/B/A Fefa Financial LLC · Fefa Financial · Fefa Financial LLC · Vci Wealth Management 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.
Lawyer
They provide legal services, typically billed separately.
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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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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