Richard Terry
Merit Financial Partners · Maspeth, New York
Richard Terry is a fee-only financial advisor at Merit Financial Partners in Maspeth, New York, who holds the CFP credential. Merit Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Merit Financial Partners |
|---|---|
| Based in | Maspeth, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $308.2M across 564 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NJ, NY, TX · CRD 4406407 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.meritfinancialpartners.com |
How Richard's firm compares
- Merit Financial Partners's average account is about $547,000, from its Form ADV (assets managed divided by 564 accounts).
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Questions about Richard
Is Richard Terry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Merit Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Merit Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Terry based?
Richard Terry is based in Maspeth, New York.
What credentials does Richard Terry hold?
Richard Terry holds the CFP credential.
Is Richard Terry registered with the SEC?
Yes. Richard Terry is registered as an investment adviser representative in FL, NJ, NY and TX (CRD 4406407), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Merit Financial Partners manage?
Merit Financial Partners reports $308.2M across 564 accounts in assets under management.
How do I contact Richard Terry?
Through Richard's website, www.meritfinancialpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New York
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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