Andrew Merkle
Claris Advisors · St. Louis, Missouri
Andrew Merkle is a fee-only financial advisor at Claris Advisors in St. Louis, Missouri. Claris Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Claris Advisors |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $911.1M across 973 accounts |
| SEC registration | Investment adviser representative in MO · CRD 7614972 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.claris-advisors.com |
How Andrew's firm compares
- Claris Advisors's average account is about $936,000, from its Form ADV (assets managed divided by 973 accounts).
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Questions about Andrew
Is Andrew Merkle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Claris Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Claris Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Merkle based?
Andrew Merkle is based in St. Louis, Missouri.
Is Andrew Merkle registered with the SEC?
Yes. Andrew Merkle is registered as an investment adviser representative in MO (CRD 7614972), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Claris Advisors manage?
Claris Advisors reports $911.1M across 973 accounts in assets under management.
How do I contact Andrew Merkle?
Through Andrew's website, www.claris-advisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in St. Louis
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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