David Zaegel is a CFP-designated registered investment advisor at Cwos for Hire, based in Saint Louis, MO, with 12 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 61 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Market fluctuations of 10% or less will not result in a move to the next tier of asset-based fees.
Fee Estimator
Contact
David Zaegel
Location
13492 Clayton Road, Saint Louis, MO, 63131
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Regulatory History
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 →Other Business Activities
David is a minority owner and accountant for CPAs for Hire LLC, providing CFO services and tax preparation, dedicating about 10-20% of his time. He also owns Fastball LLC, an investment education business restarted in January 2025, dedicating about 10% of his time to researching investments, administration, marketing, and recording educational videos.
Employment History
Current Registrations
Cwos for Hire
Previous Registrations
MML Investors Services, LLC
State Registrations2 states
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
Additional Information
Dave worked as a CPA for the first decade of his career in various auditing and corporate accounting positions. He shifted to financial planning to help business owners, who often don't have the time to handle or understand the personal financial impacts of their business. Through CWOs for Hire, we remove burdens and risks for our clients so they can focus on the business itself and enjoying life. We handle everything from investment management, to insurance planning, to tax planning and return preparation, and so much more. Through this set-up, our clients love being able to contact us and get quick answers to their questions.