Paul Merrick
Riverpoint Wealth Management · Chicago, Illinois
Paul Merrick is a fee-only financial advisor at Riverpoint Wealth Management in Chicago, Illinois, who holds the CFA credential. Paul focuses on equity compensation, retirement planning and estate & legacy planning. Riverpoint Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Riverpoint Wealth Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $906.2M across 1,060 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL · CRD 4769186 |
| Exams passed | Series 66 (2004) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.riverpointwealth.com |
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Questions about Paul
Is Paul Merrick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Riverpoint Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Riverpoint Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Paul Merrick based?
Paul Merrick is based in Chicago, Illinois.
What does Paul specialize in?
Paul's specialties include equity compensation, retirement planning, estate & legacy planning, tax planning, family wealth transfer and divorce financial planning. Paul works with multi-generational families.
What credentials does Paul Merrick hold?
Paul Merrick holds the CFA credential.
Is Paul Merrick registered with the SEC?
Yes. Paul Merrick is registered as an investment adviser representative in IL (CRD 4769186), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Riverpoint Wealth Management manage?
Riverpoint Wealth Management reports $906.2M across 1,060 accounts in assets under management.
How do I contact Paul Merrick?
Through Paul's website, www.riverpointwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Riverpoint Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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