Starkel Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,295,849
Total clients
99
5% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
99
Average account size
$144,403
About
Starkel Wealth Advisors LLC is an independent, single-advisor registered investment adviser that provides wealth management, financial planning, and discretionary portfolio management to individuals (including high-net-worth clients), trusts, estates, and businesses. Services include written financial plans and implementation of portfolios using mutual funds, ETFs, individual stocks and bonds, as well as referrals to unaffiliated specialists when appropriate.
The firm primarily relies on fundamental analysis and a long-term strategic asset-allocation framework, while retaining the flexibility to rebalance or execute shorter-term trades to meet client needs or tax objectives. Portfolios may be implemented directly or through recommended Independent Managers, and the firm provides ongoing oversight, quarterly reporting, and fiduciary advice for retirement accounts and rollovers.
Compared with many peers, Starkel Wealth Advisors’ client mix notably includes corporate and business clients—an uncommon offering among solo independent advisers—which expands the firm’s service scope beyond the typical individual-focused practice. The firm operates with a modest asset base and a single-advisor structure, uses Schwab Advisor Services as its primary custodian relationship (receiving related institutional services), and does not charge performance-based fees.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
$0 - $1,000,000: 1.50% More than $1,000,001+: 0.90%
Fee-only: Fees are based on assets under management with tiered rates: 1.50% annually on first $1,000,000; 0.90% annually on assets above $1,000,000. Fees are paid quarterly in advance based on prior quarter-end value. Fees may be negotiable at the Advisor's discretion.
Main office location
Starkel Wealth Advisors, LLC
901 E Saint Louis St, Suite 1002
Springfield MO 65806, United States
Number of offices
1
Most active in
Starkel Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · Missouri · Nebraska · Texas
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.
Forms ADV
Quick links
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