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Key people at Detalus.
Detalus is an SEC-registered investment advisory firm based in St. Louis, Missouri, that provides comprehensive financial planning and wealth management services. The firm offers asset management and digital advice portfolio management on a primarily discretionary basis to a diverse client base, including young professionals, families, retirees, and small businesses. Operating under a fee-based business model, the organization generates revenue through a percentage of assets under management, alongside options for hourly rates, project fees, monthly retainers, or commissions on specific insurance products. Detalus currently operates with a team of fewer than 25 employees and generates approximately $5.8 million in annual revenue across its various financial service lines. The firm maintains its regulatory standing through ongoing SEC registration, as detailed in its June 2020 Form ADV Part 2A filings, to support its continued advisory operations and wealth distribution strategies.
Key people at Detalus.
Detalus Advisors is a St. Louis-based wealth management and registered investment advisory firm specializing in comprehensive financial planning for individuals, families, and businesses at all life stages.[1][2][4][5] Its mission centers on delivering objective advice to help clients build, protect, and distribute wealth while achieving aspirations like home buying, education funding, retirement, and legacy planning, with over 20 years of experience managing or advising on more than $1.6 billion in assets for 646 clients.[1][3][4] The firm emphasizes transparency, fair treatment, and responsive service, partnering with platforms like Marstone for digital wealth tools to enhance accessibility.[1]
Unlike venture capital firms, Detalus focuses on personal wealth growth rather than startup investments, serving diverse clients through systematic strategies covering life insurance, tax planning, 401(k)s, IRAs, 529 plans, Social Security optimization, and long-term care.[3][4]
Detalus Advisors, headquartered at 383 Marshall Ave in St. Louis, Missouri, has operated for over 20 years, evolving into a firm with a clear focus on holistic financial planning.[1][4] While specific founding details and key partners are not detailed in available records, the company has grown to manage significant assets, including a 2020 partnership with Marstone Inc. to integrate digital wealth management for its client base.[1] This collaboration marked a pivotal shift toward technology-enhanced services, supporting its expansion to 646 clients and over $1.6 billion in assets under management or advisement.[1][3] Early emphasis on client aspirations—like debt payoff, family growth, and unexpected savings—laid the foundation for its current model of strategic wealth accumulation.[4]
Detalus rides the wave of digital transformation in personal finance, where fintech platforms democratize wealth management amid rising demand for hybrid (human + digital) advisory services.[1] Timing aligns with post-2020 shifts toward remote, tech-enabled planning, accelerated by partnerships like Marstone, which equips advisors to handle complex client needs efficiently in a high-interest, volatile market.[1] Favorable forces include aging demographics seeking legacy and retirement strategies, plus regulatory emphasis on fiduciary standards that favor transparent firms like Detalus.[2][5] It influences the ecosystem by bridging traditional advising with digital tools, enabling smaller firms to compete with robo-advisors while serving the "mass affluent" segment often overlooked by big banks.[3]
Detalus is poised for steady growth by deepening digital partnerships and expanding its client base amid trends like AI-driven personalization in wealth tech and prolonged market volatility favoring professional guidance. Expect evolution toward more integrated estate planning and sustainable investing as clients prioritize legacies and impact. Its influence may grow by setting benchmarks for accessible, tech-augmented advising, reinforcing its role in helping everyday clients turn financial dreams into reality—just as it has for two decades.[1][4]
