Dew Wealth Strategies, LLC

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Client assets under management

$81,409,229

Clients

88% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,938,315

About

The firm provides discretionary portfolio management, comprehensive financial planning, pension consulting, and personal wealth management primarily for individual and high-net-worth clients. Services include development of investment policy statements, ongoing portfolio oversight, retirement and estate planning, and participant education for employer-sponsored plans.

Investment decisions are implemented against customized IPSs and continuous monitoring, using fundamental, mutual fund/ETF, and technical analysis and a mix of long- and short-term strategies, including options, short sales, and margin when appropriate. The firm emphasizes systematic account screening and periodic reviews to align portfolios with client objectives, time horizons, and risk tolerances.

A distinctive feature is legal expertise among the firm’s principals: the brochure notes a licensed attorney with a JD and prior general counsel experience, and financial planning services expressly include estate, elder law, Medicaid, and business succession topics. The firm also provides detailed disclosures and uses a range of higher-risk instruments — multi-strategy alternative mutual funds, leveraged and inverse exchange-traded products, and interval funds — and acknowledges that it may, in some situations, hold leveraged/inverse products for periods longer than a single trading day.

Client services

Financial planning Portfolio management Pension consulting Wealth management/consulting services

Expertise

Equity compensation tax strategy Business exit / sale strategy Family Business Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial Planning fixed fees ranging from $3,000 to $10,000+ based on net worth; Pension Consulting fixed annual fees ranging from $10,000 to $25,000; Personal Wealth Management/Consulting fixed fees ranging from $15,000 to negotiated amounts above $50 million.

Percentage

$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.85% $5,000,001 - $7,500,000: 0.65% $7,500,001 - $10,000,000: 0.55% $10,000,001 - $15,000,000: 0.45% $15,000,001 - $20,000,000: 0.40% Over $20,000,000+: Individually negotiated

Other

Account minimum: $1,000,000 Minimum fee: Minimum annual fee for portfolio management services is $10,000. Fee-only: Financial Planning and Personal Wealth Management/Consulting fees are fixed fees based on client net worth, ranging from $3,000 to negotiated amounts above $20 million for financial planning, and $15,000 to negotiated amounts above $50 million for wealth management/consulting.

Main office location

Dew Wealth Strategies, LLC

101 South Hanley Rd., Suite 725

Clayton MO 63105, United States

Number of offices

Most active in

Missouri

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

Website 314-862-1500

Advisors at this firm

Thomas E

Series 63, Series 65

Clayton, MO

Dew Wealth Strategies, LLC

Thomas Ebinger is a financial advisor at Dew Wealth Strategies, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Dew Wealth Strategies since 2002. Outside of advisory work, he has been involved with outside sales of non-variable insurance. Dew Wealth Strategies is a fee-only investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm provides discretionary portfolio management, financial planning, and pension consulting, developing customized investment policy statements and implementing portfolios using fundamental and technical analysis, mutual funds, ETFs, and third-party managers.

Equity compensation tax strategy Business exit / sale strategy Family Business Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Jason W

CFP®, Series 63, Series 65

Clayton, MO

Dew Wealth Strategies, LLC

Jason Woods is a CFP® professional with 24 years of experience in financial advising. He has been with Dew Wealth Strategies, LLC since 2002. Dew Wealth Strategies is a fee-only investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm develops personalized investment policy statements and implements portfolios using a combination of fundamental and technical analysis, mutual fund and ETF selection, and third-party managers, with ongoing monitoring and adjustments based on client goals and tax considerations.

Equity compensation tax strategy Business exit / sale strategy Family Business Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

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