Metanoia Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$138,738,666
Clients
151
25% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
151
Very HighAverage account size
$918,799
About
Metanoia provides discretionary portfolio management and a range of financial planning services to individual and high‑net‑worth clients, including written financial plans and a comprehensive planning option with ongoing monitoring. The firm prepares client‑specific investment policy statements and implements portfolios designed to meet stated objectives and constraints.
Investment implementation emphasizes low‑cost mutual funds, predominantly DFA and Vanguard sub‑advised funds, and a long‑term investment horizon, with asset allocation and tax considerations guiding security selection. Metanoia relies on public research sources, conducts quarterly account reviews, and may execute short‑term trades for tax‑loss harvesting or to address short‑term liquidity needs.
The firm conducts educational seminars and speaking engagements provided pro‑bono and discloses the use of client testimonials in its advertising, practices that are less common among its peers. Metanoia uses custodial platforms such as Altruist and Charles Schwab (and receives certain platform support services), and maintains a written Code of Ethics and fiduciary disclosures.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Tax planning and preperation
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$1,000 to $10,000 fixed fee, negotiable, not billed more than $1,200 in advance
$0 - $1,000,000: 1.0% annually $1,000,001 - $3,000,000: 0.8% annually $3,000,000+: 0.6% annually
Comprehensive financial planning ongoing fee $200 to $1,000 per month, paid monthly in advance, with upfront fee $1,000 to $10,000
Main office location
Metanoia Financial, LLC
Saint Louis MO, United States
Number of offices
1
Most active in
Metanoia Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia · Illinois · Missouri · New Jersey · North Carolina · Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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