Joe Petry
Mayfair Financial LLC · Kirkwood, Missouri
Joe Petry is a fee-only financial advisor at Mayfair Financial LLC in Kirkwood, Missouri, who holds the CFP, CRPC and MSPFP credentials.
- $49M
- Firm assets managed
- $500,000
- Firm's average account
- 1996
- First securities exam
How does Joe's firm compare?
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Mayfair Financial LLC's average account is about $500,000, from its Form ADV (assets managed divided by 98 accounts).
Questions about Joe
Is Joe Petry a fee-only financial advisor?
Yes. Joe Petry is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joe's firm.
How does Joe Petry charge for financial advice?
Joe's firm, Mayfair Financial LLC, reports charging fixed fees on its SEC Form ADV.
Where is Joe Petry based?
Joe Petry is based in Kirkwood, Missouri.
What credentials does Joe Petry hold?
Joe Petry holds the CFP, CRPC, MSPFP, PhD and EA credentials.
Is Joe Petry registered with the SEC?
Yes. Joe Petry is registered as an investment adviser representative in MO and TX (CRD 2688807), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Mayfair Financial LLC manage?
Mayfair Financial LLC reports $49.0M across 98 accounts in assets under management.
How do I contact Joe Petry?
Through Joe Petry's website, mayfair-financial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Mayfair Financial LLC |
|---|---|
| Based in | Kirkwood, Missouri |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $49.0M across 98 accounts |
| Credentials | CFP · CRPC · MSPFP · PhD · EA |
| SEC registration | Investment adviser representative in MO, TX · CRD 2688807 |
| Exams passed | Series 63 (1996) · Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | mayfair-financial.com |
| Profile |
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Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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