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Richard Meyer

The Wealth Consulting Group
35 Years of Experience
Overland Park, KS
1 DisclosureBrokerSells Insurance
View SEC Summary
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Richard Meyer is a registered investment advisor at The Wealth Consulting Group, based in Overland Park, KS, with 35 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,940 clients with $6.3B in assets under management.

The Wealth Consulting Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
131 advisors
Number of Clients
12,940 clients
Average Client Portfolio
$485K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee is 2.50% of assets under management. Fees are negotiable based on account size, complexity, and services required, and vary by representative and platform.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6800 College Blvd. Suite 380, Overland Park, KS, 66211

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 1998
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Richard is involved in several investment-related activities, including working with V Wealth Management, WCG Wealth Advisors, and KC Wealth Advisors. He also spends a few hours per week as a financial advisor for non-variable insurance.

Employment History
Current Registrations
The Wealth Consulting Group
July 2023 - Present · 3 yrs 3 mos
LPL Financial LLCBroker
August 2010 - Present · 16 yrs 2 mos
Previous Registrations
LPL Financial LLC
August 2025 - September 2025 · 1 mo
V Wealth Advisors LLC
August 2010 - December 2023 · 13 yrs 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2010 · 1 yr 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2010 · 1 yr 3 mos
Citigroup Global Markets INC.
November 1995 - June 2009 · 13 yrs 7 mos
Citigroup Global Markets INC.Broker
October 1993 - June 2009 · 15 yrs 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 1993 - October 1993 · 0 mos
Hibbard Brown & CO., INC.Broker
July 1991 - August 1993 · 2 yrs 1 mo
State Registrations16 states
AZCACOFLGAILKSMAMNMONYOHORTXVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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