# Premier Wealth Advisory Services

Premier Wealth Advisory Services is a Bank / Wealth / Trust based in Chesterfield, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chesterfield, United States
- **Region:** North America
- **Address:** Chesterfield, MO, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** premierwealthadvservices.com
- **LinkedIn:** https://www.linkedin.com/company/premier-wealth-advisory-services

## Regulatory record

- **CRD number:** 122078
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122078

## About

Premier Wealth Advisory Services opened in 1999 in Chesterfield, Missouri, with President Gary Cassell positioning the firm as a fee-only fiduciary — a structural choice that means it earns no commissions from financial-product sales, a distinction from the advisory mainstream of its founding era. Cassell, a Nebraska native and Hastings College graduate, built the practice to serve individuals, high-net-worth families, trusts, and retirement plans across the St. Louis region. The firm's investment posture rests on a broad mandate that spans portfolio design and management, retirement-income strategy, Social Security claiming, tax-aware planning, education funding, risk and insurance analysis, and estate coordination. It wraps these services around a technology stack that provides clients with consolidated views of their financial picture and runs its advisory model collaboratively, maintaining relationships with estate-planning attorneys, CPAs, insurance agents, and lenders rather than absorbing those functions in-house. With a concierge delivery model — meeting clients at the office, at home, or virtually — Premier operates as a local, generalist shop without disclosed AUM or professional headcount. Its website emphasizes that the firm will work with clients of any asset level, a posture that distinguishes it from many RIA peers who impose minimums. The practice runs Monday through Friday, 7:30 am to 5:00 pm central time, out of a single office. Structurally, Premier is a solo-fiduciary practice where the owner-operator serves as the sole named advisor. That architecture places succession risk and bandwidth constraints atop its strategy but also eliminates the layers of committee-driven decision-making common in larger RIA platforms, concentrating accountability in a single named principal.

## Sectors

- Wealth Management & Multi-Family Office

## People

- Gary Cassell — President

## Questions

### Is Premier Wealth Advisory Services a fiduciary?

Yes. Premier explicitly states it operates under the fiduciary standard of care, which legally and ethically requires it to put client interests ahead of its own. The firm reinforces this by operating on a fee-only basis — it receives no commissions from the sale of financial products, removing a common compensation conflict that exists at commission-based advisories.

### Does the firm maintain a minimum asset threshold for clients?

No. According to its own materials, Premier works 'with anyone who needs help regardless of how much money they have.' That openness distinguishes it from many wealth managers who impose investable-asset minimums, though the practice's primary disclosed focus is on individuals, high-net-worth individuals, trusts, and retirement plans.

## Related profiles

- [Premier Miton](https://altss.com/profile/premier-miton)
- [Premier Wealth Planning](https://altss.com/profile/premier-wealth-planning)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/premier-wealth-advisory-services

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology