--- title: About Belmont Private Wealth | Fee-Only Advisors in St. Louis description: Belmont Private Wealth is an independent, fee-only, SEC-registered firm in Chesterfield, Missouri, founded by James Pieper and John Rhodes. Meet the team and see how we work. --- [BELMONTPRIVATE WEALTH](https://www.belmontpw.com/?hsLang=en) [Who We Serve](https://www.belmontpw.com/who-we-serve?hsLang=en) [Business Owners](https://www.belmontpw.com/business-owners?hsLang=en)[Generational Wealth](https://www.belmontpw.com/generational-wealth?hsLang=en) [Services](https://www.belmontpw.com/services?hsLang=en) [Financial Planning](https://www.belmontpw.com/services/financial-planning?hsLang=en)[Investment Management](https://www.belmontpw.com/services/investment-management?hsLang=en)[Tax Planning](https://www.belmontpw.com/services/tax-planning?hsLang=en)[Estate and Legacy Planning](https://www.belmontpw.com/services/estate-and-legacy-planning?hsLang=en)[Business Exit Planning](https://www.belmontpw.com/services/business-exit-planning?hsLang=en)[Retirement Planning](https://www.belmontpw.com/services/retirement-planning?hsLang=en) [Work With Us](https://www.belmontpw.com/work-with-us?hsLang=en) [About](https://www.belmontpw.com/about?hsLang=en) [Contact](https://www.belmontpw.com/contact?hsLang=en) [Speak with a founder](https://outlook.office.com/bookwithme/user/04009a89ec8b47738567c089b76117e6%40belmontpw.com?anonymous&isanonymous=true) [Home](https://www.belmontpw.com/?hsLang=en)  /  About # A fee-only firm built for business owners AND LEGACY FAMILIES. Belmont Private Wealth is an independent, fee-only firm in Chesterfield, Missouri, founded by James Pieper, CFP®, and John Rhodes, CFP®, ChSNC®, to give business owners and their families planning and investment advice with purity of intent: advice built around the client, not around selling products. [Schedule a conversation](https://outlook.office.com/bookwithme/user/04009a89ec8b47738567c089b76117e6%40belmontpw.com?anonymous&isanonymous=true)[Meet the team](https://www.belmontpw.com/about#team) Missouri River Mississippi River St. Charles St. Louis Belmont Private WealthChesterfield Chesterfield, Missouri · West St. Louis County Our story ## Founded on a simple promise Belmont was founded on a simple promise to our clients: to serve you and your family by delivering value with purity of intent. In practice, that means our recommendations reflect purely what we think is best for you, every time.  We’re paid only by our clients, we act as fiduciaries, and we take the time to understand your business, your family, and what you’re working toward before we recommend anything. Both founders worked at two of the largest St. Louis based Registered Investment Advisors (RIA) before starting Belmont in 2024. We built the firm to serve a focused group of business owners and multi-generational families, and we cap it at 100 households to make sure you always work directly with one of the founders, never a junior advisor. Belmont Private WealthAt a glance The firm, on one page - Founded2024 - OfficeChesterfield, Missouri - StructureIndependent, fee-only, fiduciary - RegistrationSEC · CRD #331436 - CustodianCharles Schwab - Capacity100 households, by design - FoundersJames Pieper & John Rhodes How we work ## What you can hold us to ### Fee-only Our only compensation is the fee our clients pay. No commissions, and no fees for referrals. ### Fiduciary standard We’re required to act in your best interest and to disclose our conflicts in writing. ### Planning and investing together Ongoing financial planning is included with investment management. One fee covers both. ### Built for owners For an owner, the business, the family, and the finances are one picture. We plan that way. ### Your team, coordinated We work alongside your CPA, attorney, and other advisors, and can introduce you to professionals we trust. We aren’t paid for those introductions, and you’re never obligated to use them. ### Small on purpose Belmont is capped at 100 households, so every client works directly with a founder. Meet the team ## The people you’ll work with Three of us. Every client works directly with a founder, and the person who builds your plan is the one who answers your questions. ![James Pieper, Founder and Managing Partner of Belmont Private Wealth](https://www.belmontpw.com/hs-fs/hubfs/belmontpw/james-pieper.jpg?width=1000&name=james-pieper.jpg) James Pieper, CFP®Founder & Managing Partner James works with multi-generational families who want to use wealth as a tool to build a family legacy. He began his career as a quantitative analyst at an algorithmic trading firm in Kansas City, then trained in wealth management at both Moneta Group and Krilogy in St. Louis. James grounds his advice in research rather than rules of thumb. He holds a master’s degree in finance from UMKC and a bachelor's degree in civil engineering from the University of Illinois, where he rowed crew on the varsity team. James grew up in St. Louis, where he lives with his wife and their five children. ![John Rhodes, Founder and Managing Partner of Belmont Private Wealth](https://www.belmontpw.com/hs-fs/hubfs/belmontpw/john-rhodes.jpg?width=1000&name=john-rhodes.jpg) John Rhodes, CFP®, ChSNC®Founder & Managing Partner John works with business owners and their families on planning and investments, with a bias toward practical advice and fewer moving parts. Before Belmont he worked at Moneta Group and then Krilogy, where he was lead financial planner for one of the firm’s largest teams. He is a CFP® professional and a Chartered Special Needs Consultant (ChSNC®), and holds a BSBA in finance from Elon University. John is treasurer of 21 & You, a charity expanding educational opportunities for children with Down syndrome. ![Brad Bishop, Director at Belmont Private Wealth](https://www.belmontpw.com/hs-fs/hubfs/belmontpw/brad-bishop.jpg?width=1000&name=brad-bishop.jpg) Brad BishopDirector Brad brings more than three decades in financial services and family-office investing, and leads fixed-income investing at Belmont. He spent ten years directing the investment plans of a large St. Louis single-family office, was Director of Family Office Investments at Commerce Trust Company, helped establish the investment division of TIAA’s trust company, and was a partner at Matter Family Office. He serves on the board of Chatham County Habitat for Humanity. Registration ### Registered with the SEC Belmont Private Wealth LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD #331436). You can review our registration and filings on the SEC’s [Investment Adviser Public Disclosure](https://adviserinfo.sec.gov/firm/summary/331436) site, and read our [Form CRS](https://www.belmontpw.com/hubfs/belmontpw/belmont-form-crs.pdf?hsLang=en) and [Form ADV Part 2A](https://www.belmontpw.com/hubfs/belmontpw/belmont-adv-part-2a-2026-01-16.pdf?hsLang=en). Registration does not imply a certain level of skill or training. Get to know us ## The best way to see if we’re a fit is a conversation. Tell us about your business and your family. We’ll tell you plainly whether Belmont is the right firm for you. [Speak with a founder](https://outlook.office.com/bookwithme/user/04009a89ec8b47738567c089b76117e6%40belmontpw.com?anonymous&isanonymous=true) Thirty minutes with a founder. No homework. Quarterly Recap ## Get the Quarterly Recap Our quarterly market update, in plain English. No sales pitch. First name Email I am aSelect oneBusiness ownerFamily planning a transferOther I agree to receive the Quarterly Recap and occasional email from Belmont Private Wealth. I can unsubscribe at any time. Send me the Recap BELMONTPRIVATE WEALTH 100 Chesterfield Business Pkwy, Suite 200 Chesterfield, MO 63005 [jrhodes@belmontpw.com](mailto:jrhodes@belmontpw.com) [LinkedIn](https://www.linkedin.com/company/belmont-private-wealth/) Who we serve [Who We Serve](https://www.belmontpw.com/who-we-serve?hsLang=en)[Business Owners](https://www.belmontpw.com/business-owners?hsLang=en)[Generational Wealth](https://www.belmontpw.com/generational-wealth?hsLang=en) Services [Financial Planning](https://www.belmontpw.com/services/financial-planning?hsLang=en)[Investment Management](https://www.belmontpw.com/services/investment-management?hsLang=en)[Tax Planning](https://www.belmontpw.com/services/tax-planning?hsLang=en)[Estate and Legacy Planning](https://www.belmontpw.com/services/estate-and-legacy-planning?hsLang=en)[Business Exit Planning](https://www.belmontpw.com/services/business-exit-planning?hsLang=en)[Retirement Planning](https://www.belmontpw.com/services/retirement-planning?hsLang=en) The firm [Work With Us](https://www.belmontpw.com/work-with-us?hsLang=en)[About](https://www.belmontpw.com/about?hsLang=en)[Contact](https://www.belmontpw.com/contact?hsLang=en)[Client Login](https://belmontpw.portal.tamaracinc.com/) Disclosures [Form ADV Part 2A](https://www.belmontpw.com/hubfs/belmontpw/belmont-adv-part-2a-2026-01-16.pdf?hsLang=en)[Form CRS](https://www.belmontpw.com/hubfs/belmontpw/belmont-form-crs.pdf?hsLang=en)[Privacy Policy](https://www.belmontpw.com/hubfs/belmontpw/belmont-privacy-policy-2026-01-16.pdf?hsLang=en)[SEC Adviser Info](https://adviserinfo.sec.gov/firm/summary/331436) Belmont Private Wealth LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This website is for informational purposes only and is not investment, tax, or legal advice, or an offer of advisory services where the firm is not registered or exempt from registration. © 2026 Belmont Private Wealth LLC · Chesterfield, Missouri ```json { "@context" : "https://schema.org", "@type" : "AboutPage", "mainEntity" : { "@type" : "FinancialService", "address" : { "@type" : "PostalAddress", "addressCountry" : "US", "addressLocality" : "Chesterfield", "addressRegion" : "MO", "postalCode" : "63005", "streetAddress" : "100 Chesterfield Business Pkwy, Suite 200" }, "areaServed" : { "@type" : "City", "name" : "St. Louis" }, "employee" : [ { "@type" : "Person", "jobTitle" : "Director", "name" : "Brad Bishop" } ], "founder" : [ { "@type" : "Person", "honorificSuffix" : "CFP®", "jobTitle" : "Founder & Managing Partner", "name" : "James Pieper" }, { "@type" : "Person", "honorificSuffix" : "CFP®, ChSNC®", "jobTitle" : "Founder & Managing Partner", "name" : "John Rhodes" } ], "foundingDate" : "2024", "name" : "Belmont Private Wealth", "sameAs" : [ "https://adviserinfo.sec.gov/firm/summary/331436", "https://www.linkedin.com/company/belmont-private-wealth/" ], "url" : "https://belmontpw.com" }, "name" : "About Belmont Private Wealth", "url" : "https://belmontpw.com/about" } ```