Richard Salmen
Family Investment Center · St. Joseph, Missouri
Richard Salmen is a fee-only financial advisor at Family Investment Center in St. Joseph, Missouri, who holds the CFP, CFA and EA credentials.
- $689M
- Firm assets managed
- $313,000
- Firm's average account
- 1992
- First securities exam
What Richard focuses on
How does Richard's firm compare?
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Family Investment Center's average account is about $313,000, from its Form ADV (assets managed divided by 2,200 accounts).
Questions about Richard
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 | $689.3M across 2,200 accounts |
| Credentials | CFP · CFA · EA |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 2230266 |
| Exams passed | Series 63 (1992) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | familyinvestmentcenter.com |
| Profile |
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Other fee-only advisors in Missouri
Other advisors in Missouri who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Family Investment Center website : specialties, clients served, and fees, checked October 28, 2026
- 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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