St. Louis, MO logo

St. Louis, MO Office

Team
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Precision Wealth Strategies, LLC logo

Precision Wealth Strategies, LLC

Team

Firm-wide stats for Precision Wealth Strategies, LLC

Total advisors

8

Across 5 offices

Clients per advisor

55 Typical

Avg AUM per client

$1,324,774 High

HNW client ratio

65% Very High

About

Precision Wealth Strategies provides holistic financial planning and both discretionary and non‑discretionary investment management to individuals (including high‑net‑worth clients) and to entities such as trusts, estates, private foundations, and pension and profit‑sharing plans. Services described in the brochure include personalized financial planning, portfolio construction and ongoing investment management, plus retirement plan consulting and implementation support.

The firm’s investment process centers on a “Life‑Timing Allocation” framework that segments assets into immediate, short‑term and long‑term buckets to match cash‑flow needs with risk‑appropriate strategies, and it generally pursues a long‑term asset allocation approach while permitting tactical or shorter‑term trades when warranted. PWS also leverages third‑party platforms and an order management system to manage held‑away accounts, implement tax‑efficient asset location and execute opportunistic rebalancing on behalf of clients.

PWS is distinctive among peers in serving qualified retirement plans as a 3(38) fiduciary and offering plan services such as drafting investment policy statements, benchmarking, participant education, plan conversions and assistance with plan mergers—services relevant to institutional and municipal plan sponsors. The firm also operates a wrap‑fee program (serving as both sponsor and portfolio manager) and maintains formal solicitation/promoter arrangements and an affiliated business‑consulting entity, disclosures the firm uses to address the related conflicts of interest.

Based on Precision Wealth Strategies, LLC

Expertise

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments

Based on Precision Wealth Strategies, LLC

Occupation focus

Founder/Business Owner Retired Self-Employed

Based on Precision Wealth Strategies, LLC

Location

4622 Macklind Ave

St. Louis MO 63109

Advisors at this office

4

Advisors at this office

user avatar

Alexander H

Series 66

St. Louis, MO

Precision Wealth Strategies, LLC

Alexander Hoover is a financial advisor at Precision Wealth Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Cornerstone Wealth Management, LPL Financial, and Legends Financial Services Group. Precision Wealth Strategies, LLC provides holistic financial planning and investment management services to individuals, corporations, trusts, estates, private foundations, and retirement plans. The firm uses a “Life-Timing Allocation” investment approach to align asset allocation with clients’ cash-flow needs and risk tolerance, offering both discretionary and non-discretionary management along with specialized retirement plan consulting.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Founder/Business Owner Retired Self-Employed
user avatar

Spencer F

CFP®, Series 66

St. Louis, MO

Precision Wealth Strategies, LLC

Spencer Funk is a CFP® with 12 years of industry experience, currently serving at Precision Wealth Strategies, LLC since 2019. His prior roles include positions at Eagle Strategies, Nylife Securities LLC, Darin J. Robinson, and Schmitt Profitools. Outside of his advisory work, he manages rental properties. Precision Wealth Strategies provides comprehensive financial planning and investment management to individuals, including high-net-worth clients, as well as trusts, estates, private foundations, and retirement plans. The firm employs a Life-Timing Allocation framework that aligns asset allocation with clients’ cash-flow needs and offers services ranging from portfolio construction to retirement plan consulting.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Founder/Business Owner Retired Self-Employed
user avatar

Trevor O

Series 65

St. Louis, MO

Precision Wealth Strategies, LLC

Trevor O'Connor is a financial advisor at Precision Wealth Strategies, LLC in St. Louis, MO, with five years of industry experience. He holds a Series 65 designation and previously worked at KPMG LLP from 2017 to 2020. Outside of his advisory role, he owns a business consulting firm, TOConsulting, LLC, and serves as Treasurer for the Iota Mu Chapter of the Theta Chi Fraternity Alumni Corporation. Precision Wealth Strategies provides holistic financial planning and investment management to individuals, including high-net-worth clients, as well as trusts, estates, private foundations, and retirement plans. The firm employs a Life-Timing Allocation framework to align asset allocation with clients’ cash-flow needs and serves as a 3(38) fiduciary for qualified retirement plans while offering comprehensive plan consulting services.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Founder/Business Owner Retired Self-Employed
user avatar

Nathan C

Series 65

St. Louis, MO

Precision Wealth Strategies, LLC

Nathan Cameron is a financial advisor at Precision Wealth Strategies, LLC with a Series 65 credential and one year of industry experience. Prior to joining Precision Wealth Strategies, he held positions at Forsyth Advisors and RubinBrown. Outside of finance, he works as a proshop attendant at Ruth Park Golf Course. Precision Wealth Strategies provides holistic financial planning and investment management services to individuals, corporations, trusts, estates, private foundations, and retirement plans. The firm employs a “Life-Timing Allocation” approach to align asset allocation with clients’ cash-flow needs and risk tolerance, and offers a range of retirement plan consulting and management services.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Founder/Business Owner Retired Self-Employed
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