# Richard Salmen

> Richard Salmen is a fee-only financial advisor at Family Investment Center in St. Joseph, Missouri, who holds the CFP, CFA and EA credentials. Richard charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/richard-salmen/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Family Investment Center
- **Based in:** St. Joseph, Missouri
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $689.3M across 2,200 accounts
- **Credentials:** CFP, CFA, EA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 2230266 (https://adviserinfo.sec.gov/individual/summary/2230266)
- **SEC registration:** Investment adviser representative in KS, MO, TX
- **Exams passed:** Series 63 (1992)
- **Firm size:** 20 employees
- **Disclosures:** None reported
- **Website:** https://familyinvestmentcenter.com

## Frequently asked questions

### Is Richard Salmen a fee-only financial advisor?

Yes. Richard Salmen is listed in 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 Richard's firm.

### How does Richard Salmen charge for financial advice?

Richard Salmen charges a percentage of assets and an ongoing planning fee.

### How much does Richard Salmen charge?

According to Family Investment Center's website, checked October 28, 2026: 1% a year on the first tier of assets managed.

### Where is Richard Salmen based?

Richard Salmen is based in St. Joseph, Missouri.

### What does Richard Salmen specialize in?

Richard Salmen's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Richard Salmen hold?

Richard Salmen holds the CFP, CFA and EA credentials.

### Is Richard Salmen registered with the SEC?

Yes. Richard Salmen is registered as an investment adviser representative in KS, MO and TX (CRD 2230266), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Family Investment Center manage?

Family Investment Center reports $689.3M across 2,200 accounts in assets under management.

### How do I contact Richard Salmen?

Through Richard Salmen's website, familyinvestmentcenter.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/richard-salmen-11088): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.familyinvestmentcenter.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.