Kelly Richert
Meramec Financial Planners · Clayton, Missouri
Kelly Richert is a fee-only financial advisor at Meramec Financial Planners in Clayton, Missouri, who holds the CFP credential. Meramec Financial Planners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Meramec Financial Planners |
|---|---|
| Based in | Clayton, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.13B across 1,926 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO · CRD 2616722 |
| Exams passed | Series 63 (1997) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Profile |
How Kelly's firm compares
- Meramec Financial Planners's average account is about $585,000, from its Form ADV (assets managed divided by 1,926 accounts).
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Questions about Kelly
Is Kelly Richert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Meramec Financial Planners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kelly charge for financial advice?
Kelly's firm, Meramec Financial Planners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kelly Richert based?
Kelly Richert is based in Clayton, Missouri.
What credentials does Kelly Richert hold?
Kelly Richert holds the CFP credential.
Is Kelly Richert registered with the SEC?
Yes. Kelly Richert is registered as an investment adviser representative in MO (CRD 2616722), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meramec Financial Planners manage?
Meramec Financial Planners reports $1.13B across 1,926 accounts in assets under management.
How do I contact Kelly Richert?
Contact details aren't on file yet. Search for Meramec Financial Planners.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Clayton
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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