Bert Falley is a registered investment advisor at Merit Financial Advisors, based in Meriden, KS, with 33 years of industry experience. Bert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 14,417 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merit Financial Group charges an annual investment advisory fee of up to 2.50% of the assets in your account. This fee is negotiable and can depend on the investment advisor representative, the value of your account, the types of assets, the complexity of your portfolio, your financial situation, how actively your portfolio is traded, anticipated future assets, your relationship with the advisor, and any additional services you request. Clients of independent contractor advisors pay an additional platform fee of 0.25% or 0.35% depending on who manages the account.
Location
3675 74th St, Suite 3, Meriden, KS, 66512
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bert is a trustee for Falley Farms I & II LP and a managing member of Falley Capital LLC, both family farm operations. He is also a partner in SS&C Real Estate, LLC and a CPA at SS&C Solutions, Inc., spending about a quarter of his time on tax preparation, accounting, and consulting.
Employment History
Current Registrations
Merit Financial Advisors
Previous Registrations
Wealthcare Advisory Partners LLC
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
Transamerica Financial Advisors, INC.
Private Client Financial Services
Transamerica Financial Advisors, INC.Broker
State Registrations1 state
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.