FEFA Financial logo

FEFA Financial

Updated today

Client assets under management

$433,808,034

Clients

1,679

2% high-net worth

Advisors

23

of 27 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

73

Typical

Average account size

$258,373

About

FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high‑net‑worth clients, pension/profit‑sharing plans, and business entities. The firm prepares individualized Investment Policy Statements and offers estate‑planning assistance through third‑party providers as part of its advisory engagements.

Investment decisions are guided by a mix of fundamental, quantitative, cyclical analysis and modern portfolio theory, with a typical emphasis on equities and ETFs and the use of model allocations tailored to client risk profiles. Risk tolerance is documented with third‑party software, accounts receive at least annual reviews, and the firm performs additional compliance audits of a sample of accounts.

Notable features relative to many peers include an ownership‑level affiliation with a commercial litigation law firm (the brochure states legal services from that outside activity will not be provided to clients) and an affiliated insurance agency that works with an insurance marketing organization (Advisors Excel/AE Wealth Management), a relationship the firm discloses can create incentive and conflict‑of‑interest dynamics. The firm also operates a wrap program, requires use of a designated custodian for advisory accounts (Charles Schwab Advisor Services), and integrates third‑party retirement recordkeeping platforms, blending advisory, insurance and third‑party support arrangements.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Annuities ESG / Sustainable investing

Fee options

Fixed

$500 flat fee for estate planning services for non-portfolio management clients.

Percentage

$0 - $250,000: 1.25% $250,000.01 - $1,250,000: 1.00% $1,250,000.01 - $2,250,000: 0.75% $2,250,000.01+: 0.50%

Commissions

Insurance commissions are earned by some representatives for the sale of insurance products and are separate and in addition to advisory fees.

Main office location

FEFA Financial

530 Vance Road

Saint Louis MO 63088, United States

Number of offices

1

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John G

Series 65

Saint Louis, MO

FEFA Financial

John Girault is a financial advisor at FEFA Financial in Saint Louis, MO, holding a Series 65 license with four years of industry experience. His career includes roles at VCI Wealth Management LLC, AE Wealth Management, LLC, FEFA Advisors LLC, Fefa Asset Management, LLC, and LaPorte CPAs & Business Advisors. He is also a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm combines fundamental, quantitative, and cyclical analysis with modern portfolio theory, focusing on equities and ETFs and tailoring model allocations to client risk profiles.

Annuities ESG / Sustainable investing
user avatar

Sheri M

Series 63, Series 65

North Palm Beach, FL

FEFA Financial

Sheri Messer is a financial advisor at FEFA Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including VCI Wealth Management LLC and AE Wealth Management, LLC. Messer is also a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

Annuities ESG / Sustainable investing
user avatar

Trisha A

Series 65

Austin, TX

FEFA Financial

Trisha Adame is a financial advisor at FEFA Financial with four years of industry experience. She holds a Series 65 designation and has worked at several firms, including VCI Wealth Management LLC and AE Wealth Management LLC. Outside of her advisory role, she is a licensed insurance agent through FEFA Advisors LLC and sells insurance products. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to guide investment decisions, emphasizing equities and ETFs tailored to client risk profiles.

Annuities ESG / Sustainable investing
user avatar

Christina L

Series 65

Saint Louis, MO

FEFA Financial

Christina Lo Grasso is a financial advisor at FEFA Financial in Saint Louis, MO, holding a Series 65 designation. She has been with FEFA Financial since 2024 and also works part-time as a driver for Uber. Prior to her financial advisory role, she was affiliated with the Church of Scientology of Missouri for 15 years. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to tailor investment strategies based on client risk profiles.

Annuities ESG / Sustainable investing
user avatar

Kacy B

Series 65

Saint Louis, MO

FEFA Financial

Kacy Brannum is a financial advisor at FEFA Financial with a Series 65 designation and four years of industry experience. She has worked at VCI Wealth Management LLC, AE Wealth Management, LLC, and FEFA Advisors LLC, among other roles. Outside of her advisory work, Brannum has experience in the restaurant industry as a bartender and server. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental, quantitative, and cyclical analysis with modern portfolio theory, emphasizing equities and ETFs with model allocations tailored to client risk profiles.

Annuities ESG / Sustainable investing
user avatar

Austin H

Series 65

Saint Louis, MO

FEFA Financial

Austin Hanse is a Series 65-licensed advisor at FEFA Financial with six years of industry experience. He has worked at VCI Wealth Management LLC, AE Wealth Management, LLC, and FEFA Asset Management, LLC. Outside of his advisory role, Hanse owns businesses involved in real estate investing and flipping. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, and business entities. The firm employs a blend of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

Annuities ESG / Sustainable investing
user avatar

Benjamin S

Series 65

Saint Louis, MO

FEFA Financial

Benjamin Schweppe is a financial advisor at FEFA Financial with three years of industry experience. He holds the Series 65 designation and has worked at VCI Wealth Management LLC, AE Wealth Management, LLC, and FEFA Advisors LLC. Schweppe is also a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm’s investment approach combines fundamental, quantitative, and cyclical analysis with modern portfolio theory, focusing on equities and ETFs and tailoring model allocations to client risk profiles.

Annuities ESG / Sustainable investing
user avatar

Jason S

Series 63, Series 65

Gig Harbor, WA

FEFA Financial

Jason Shepard is a financial advisor with FEFA Financial in Gig Harbor, WA, holding Series 63 and Series 65 licenses and has 10 years of industry experience. He previously worked at Wells Fargo in various capacities from 2012 to 2023 and has been with VCI Wealth Management LLC since 2023. Shepard is also a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing primarily on equities and ETFs with model allocations tailored to client risk profiles.

Annuities ESG / Sustainable investing
user avatar

Kevin D

Series 65

Saint Louis, MO

FEFA Financial

Kevin Detwiler is a financial advisor at FEFA Financial in Saint Louis, MO, holding a Series 65 designation. He has one year of industry experience and previously worked as a self-employed professional and at Dave Sinclair Ford. Detwiler is also a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs within model allocations tailored to client risk profiles.

Annuities ESG / Sustainable investing
user avatar

Andrew S

Series 65

Saint Louis, MO

FEFA Financial

Andrew Stringer is a financial advisor at FEFA Financial with four years of industry experience. He holds a Series 65 designation and has worked at VCI Wealth Management LLC, FEFA Asset Management LLC, and AE Wealth Management LLC. Stringer is also the owner of Stringer Strategic Solutions LLC, a holding company, and is involved in insurance sales as a licensed agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm employs a mix of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

Annuities ESG / Sustainable investing
user avatar

Lindsay H

Series 65

Covington, KY

FEFA Financial

Lindsay High is a financial advisor at FEFA Financial with four years of industry experience. She holds a Series 65 designation and has previously worked with VCI Wealth Management LLC, AE Wealth Management, LLC, and Fefa Asset Management, LLC. Outside of advisory work, she is also a licensed insurance agent affiliated with FEFA Advisors LLC. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a blend of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing primarily on equities and ETFs with model allocations tailored to client risk profiles.

Annuities ESG / Sustainable investing
user avatar

Patrick S

Series 65

Saint Louis, MO

FEFA Financial

Patrick Stradtman is a financial advisor with FEFA Financial in Saint Louis, MO, holding a Series 65 credential and seven years of industry experience. His prior work includes roles at VCI Wealth Management LLC and multiple entities affiliated with FEFA, as well as experience at Saint Louis University Hospital. In addition to his advisory duties, he serves as a Retirement Planning Director involved in insurance sales and services. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

Annuities ESG / Sustainable investing
user avatar

William P

Series 65

Saint Louis, MO

FEFA Financial

William Pepmeyer is a financial advisor at FEFA Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at VCI Wealth Management LLC and Maggie Obriens, as well as several self-employed and non-financial positions. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs, and incorporates risk profiling and compliance audits in its investment approach.

Annuities ESG / Sustainable investing
user avatar

Matthew G

Series 65

Bradenton, FL

FEFA Financial

Matthew Gelman is a financial advisor at FEFA Financial with three years of industry experience. He holds a Series 65 designation and has worked at VCI Wealth Management LLC, AE Wealth Management, LLC, and FEFA Advisors LLC. Outside of his advisory role, he is involved in insurance sales and retirement planning through FEFA Advisors LLC. FEFA Financial offers discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm employs a blend of fundamental, quantitative, and cyclical analyses alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

Annuities ESG / Sustainable investing
user avatar

Kirby C

CFP®, CFA®

Saint Louis, MO

FEFA Financial

Kirby Cundiff is a CFP® and CFA® with five years of experience in financial advising. He is currently with FEFA Financial and has previously worked at VCI Wealth Management LLC, FEFA Asset Management, LLC, AE Wealth Management, LLC, and FEFA, LLC. In addition to his advisory roles, he serves as an adjunct professor of accounting and financial management at the University of Maryland Global Campus. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs tailored to client risk profiles.

Annuities ESG / Sustainable investing
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