Claris Advisors, LLC

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Client assets under management

$884,787,481

Clients

322

43% high-net worth

Advisors

of 3 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

107

High

Average account size

$2,747,787

About

Claris Advisors provides discretionary investment management, financial planning, employee benefit retirement plan services and consulting to individuals, trusts, charitable organizations, businesses and qualified retirement plans. The firm also offers successor trustee services for donor-advised funds and supports plan sponsors with investment policy development and participant education.

The firm's investment approach is grounded in Modern Portfolio Theory and a buy-and-hold, asset-class orientation, typically implemented with diversified, no‑load mutual funds—most often Dimensional Fund Advisors (DFA) funds—and model portfolios. Claris Advisors documents client objectives in written investment policy statements, uses portfolio‑allocation and Monte Carlo tools in planning, and delegates fixed‑income management and some model strategies to third‑party managers such as Focus Partners Advisor Solutions (FPAS) and, on occasion, DFA.

Claris Advisors is affiliated with the accounting firm Anders Minkler Huber & Helm; several partners are practicing CPAs, the firms cross-refer clients, and certain consulting or planning work for Anders’ clients is compensated through Anders rather than billed directly to those clients. With roughly $911 million in discretionary assets but a small advisory team (three advisors), the firm relies on FPAS for sub‑advisory and back‑office services and routinely uses independent managers for fixed‑income accounts, an operational structure that differs from many peer teams.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting services

Expertise

Passive / index investing Business exit / sale strategy College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Financial planning fees range from $500 to $5,000 depending on complexity

Percentage

$0 - $249,999: 1.85% $250,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%

Project-based

$500 to $5,000 fixed fee for financial planning depending on complexity; hourly consulting fees may apply

Other

Account minimum: $250,000

Main office location

Claris Advisors, LLC

800 Market Street, Suite 500

St. Louis MO 63101-2501, United States

Number of offices

Most active in

California · Florida · Illinois · Kansas · Louisiana · Missouri · Oregon · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

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 Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website 314-655-5504

Advisors at this firm

Christopher B

Series 65

St. Louis, MO

Claris Advisors, LLC

Christopher Bettonville is a financial advisor at Claris Advisors, LLC in St. Louis, MO, holding a Series 65 designation with 10 years of industry experience. He has been with Claris Advisors since 2015. Claris Advisors provides investment management, retirement-plan advisory, financial planning, consulting, and successor-trustee services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a Modern Portfolio Theory-based, buy-and-hold asset allocation strategy, commonly using passive mutual funds and third-party sub-advisers to implement specialized mandates.

Passive / index investing Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired

Stanley R

Series 63, Series 65

St. Louis, MO

Claris Advisors, LLC

Stanley Royer is a financial advisor with Claris Advisors, LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Claris Advisors, formerly AMD Financial Services LLC, since 1999. Outside of his advisory role, he is involved in insurance brokerage activities as an agent with multiple insurance providers. Claris Advisors offers investment management, retirement-plan advisory, financial planning, and trustee services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a buy-and-hold, asset-allocation investment approach grounded in Modern Portfolio Theory, typically using passive mutual funds and model portfolios, and collaborates with third-party sub-advisers for specialized mandates.

Passive / index investing Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired

Scott I

CFP®, ChFC®, Series 63

St. Louis, MO

Claris Advisors, LLC

Scott Iverson is a CFP® and ChFC® with 10 years of industry experience. He has been with Claris Advisors, LLC since 2015. Claris Advisors provides investment management, retirement-plan advisory, financial planning, consulting, and successor-trustee services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a Modern Portfolio Theory-based, buy-and-hold asset allocation strategy using primarily passive mutual funds and collaborates with third-party sub-advisers for specialized mandates.

Passive / index investing Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired

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