CA
CA

Cesar Adame

2 Years of Experience
4 DisclosuresSells Insurance

Cesar Adame is a registered investment advisor at Fefa Financial, based in Saint Louis, MO, with 2 years of industry experience. Cesar 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. Their firm serves 1,686 clients with $440M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
24 advisors
Number of Clients
1,686 clients
Average Client Portfolio
$258K average
Assets Under Management
$435.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $1.3M1.00%
$1.3M - $2.3M0.75%
$2.3M+0.50%

Fees are negotiable.

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

530 Vance Road, Saint Louis, MO, 63088

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
May 2000
Final Disposition
Criminal
March 1998
Final Disposition
Criminal
February 1997
Final Disposition
Criminal
July 1991
Final Disposition
Other Business ActivitiesSells Insurance

Cesar is an insurance agent with FEFA Advisors LLC since June 2026. He spends a few hours per week on this activity, earning 30% of his total yearly compensation from it.

Employment History
Current Registrations
Fefa Financial
January 2024 - Present · 2 yrs 3 mos
State Registrations1 state
TX
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.
Cesar Adame - Financial Advisor | TrueAdvisor