B.E.S.T. Wealth Management LLC

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Client assets under management

$50,264,035

Clients

113

12% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$444,814

About

B.E.S.T. Wealth Management serves individuals, businesses, and retirement plans with tailored financial plans and ongoing investment management. The firm also provides retirement-plan advisory (including fiduciary support) and in-house tax preparation and consulting alongside its portfolio services.

The firm’s investment approach is rooted in academic and Nobel Prize–winning research and guided by six core principles emphasizing market efficiency, diversification, and avoiding emotional decisions. B.E.S.T. typically implements passive allocations with ETFs and mutual funds but will apply fundamental analysis and make tactical trades for rebalancing, tax harvesting, or to address changing client objectives.

What distinguishes B.E.S.T. from many peers is a stated satisfaction policy for written financial plans — the firm does not begin charging management fees until a client indicates satisfaction with the plan — and a combination of services that includes tax preparation and both 3(21) and 3(38) retirement-plan advisory with employee education. The practice operates with a small advisory team overseeing roughly $54 million in assets and notes an ancillary budgeting software business that may inform its client tools and processes.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Tax preparation services

Expertise

Passive / index investing

Fee options

Percentage

$0 - $250,000: 1.45% annually $250,001 - $500,000: 1.35% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $4,000,000: 0.90% annually $4,000,001 - $6,000,000: 0.80% annually $6,000,001 - $8,000,000: 0.75% annually $8,000,001 - $10,000,000: 0.70% annually $10,000,001 - $12,000,000: 0.65% annually $12,000,001 - $14,000,000: 0.60% annually $14,000,001+: 0.55% annually

Project-based

$250 per hour for additional consulting services, negotiable.

Other

Fee-only: Investment advisory fees based on tiered percentage of assets under management. Fees are negotiable.

Main office location

B.E.S.T. Wealth Management LLC

10880 Baur Blvd, Suite 104

St. Louis MO 63132, United States

Number of offices

Most active in

Missouri · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook X Instagram YouTube Website 314-801-1324

Advisors at this firm

Daniel B

Series 65

St. Louis, MO

B.E.S.T. Wealth Management LLC

Daniel Berg is a financial advisor at B.E.S.T. Wealth Management LLC in St. Louis, MO, holding a Series 65 designation with seven years of industry experience. He previously worked at Green Course Financial Advisors for eleven years before joining B.E.S.T. Wealth Management in 2018. B.E.S.T. Wealth Management serves individuals, businesses, and retirement plans with tailored financial plans and ongoing investment management. The firm’s approach is based on academic research and emphasizes market efficiency, diversification, and passive allocations, complemented by tactical trades when appropriate.

Passive / index investing

Brad T

Series 66

St. Louis, MO

B.E.S.T. Wealth Management LLC

Brad Tinnon is a financial advisor at B.E.S.T. Wealth Management LLC in St. Louis, Missouri, with 20 years of industry experience. He holds a Series 66 designation and has been with B.E.S.T. Wealth Management since 2012. Outside of his advisory role, he is involved with B.E.S.T. Budget App, a budgeting application that he works on alongside marketing and development professionals. B.E.S.T. Wealth Management serves individuals, businesses, and retirement plans with tailored financial planning, investment management, and retirement-plan advisory services. The firm’s approach is based on academic research and emphasizes market efficiency, diversification, and passive investment strategies, complemented by tactical adjustments as needed.

Passive / index investing

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