AM
AM

April Mueller

4 Years of Experience
Clayton, MO

April Mueller is a registered investment advisor at Parkwoods Wealth Partners, LLC, based in Clayton, MO, with 4 years of industry experience. April operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 307 clients with $410M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
17 advisors
Number of Clients
307 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$408.6M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.60%
$5.0M - $10.0M0.50%
$10M+0.30%

Fees may be negotiable. Individual accounts for members of the same family are charged fees based upon the total account balance of all family accounts. Accounts for business entities and accounts related thereto, including those of the business owner are charged fees based upon the total account balances of all such related accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

222 South Central Avenue, Suite 550, Clayton, MO, 63105

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Parkwoods Wealth Partners, LLC
September 2024 - Present · 1 yr 7 mos
Previous Registrations
Fmf&e Wealth Management, LLC
April 2021 - September 2024 · 3 yrs 5 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
April Mueller - Financial Advisor | TrueAdvisor