Metanoia Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$125,244,366
Total clients
154
20% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
154
Average account size
$813,275
About
Metanoia Financial, LLC serves individual and high‑net‑worth clients, providing discretionary portfolio management and financial planning to roughly 154 clients and managing about $125 million in discretionary assets. Its services include tailored investment management, fixed‑fee financial plans, and a subscription‑style comprehensive planning offering with an upfront onboarding charge and ongoing monthly retainer.
The firm builds client‑specific investment policies and target asset allocations, typically implementing portfolios through DFA and Vanguard sub‑advised mutual funds and taking a long‑term investment horizon (commonly 7–10 years or longer). Metanoia uses public research sources, incorporates tax‑aware actions such as tax‑loss harvesting with temporary replacement funds, and accommodates client‑imposed restrictions and transferred “unmanaged” securities (which it does not charge management fees on).
Compared with many peers, Metanoia regularly offers educational seminars and workshops on personal finance on a pro‑bono basis and discloses the use of client testimonials in its marketing. It also maintains institutional relationships with custodians (Schwab and Altruist) and relies on established fund lineups (DFA/Vanguard) and custodian‑provided digital tools to support its small‑advisor operating model.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Tax planning and preperation
Fee options
Financial planning fixed fees range from $1,000 to $10,000, negotiable. Comprehensive financial planning includes an upfront fee of $1,000 to $10,000 plus ongoing monthly fees of $200 to $1,000.
$0 - $1,000,000: 1.0% $1,000,001 - $3,000,000: 0.8% $3,000,000+: 0.6%
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Metanoia Financial, LLC
Saint Louis MO, United States
Number of offices
2
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