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Advisor

Ryan Potts

Correct Capital Wealth Management · Clayton, Missouri

Ryan Potts is a fee-only financial advisor at Correct Capital Wealth Management in Clayton, Missouri. Correct Capital Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Facts

FirmCorrect Capital Wealth Management
Based in Clayton, Missouri
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$889.3M across 1,769 accounts
SEC registration Investment adviser representative in MO · CRD 7312412
Exams passedSeries 65 (2021)
Firm size12 employees
Disclosures None reported
Websitecorrectcapital.com

How Ryan's firm compares

  • Correct Capital Wealth Management's average account is about $503,000, from its Form ADV (assets managed divided by 1,769 accounts).

What fee-only advisors charge in Missouri

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Questions about Ryan

Is Ryan Potts a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Correct Capital Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Ryan charge for financial advice?

Ryan's firm, Correct Capital Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Ryan Potts based?

Ryan Potts is based in Clayton, Missouri.

Is Ryan Potts registered with the SEC?

Yes. Ryan Potts is registered as an investment adviser representative in MO (CRD 7312412), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Correct Capital Wealth Management manage?

Correct Capital Wealth Management reports $889.3M across 1,769 accounts in assets under management.

How do I contact Ryan Potts?

Through Ryan's website, correctcapital.com.

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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