Patrick Ritter is a CFP-designated registered investment advisor at Core Planning, based in St. Peters, MO, with 15 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 867 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee of 1.25%. Fees are negotiable and depend on the money manager selected, account value, and cash holdings.
Fee Estimator
Location
St. Peters, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Patrick is a talent development consultant with Kemper, which is not an investment advisor. Patrick spends about half his time on this activity, which does not present any apparent conflicts of interest.
Employment History
Current Registrations
Core Planning
Previous Registrations
Core Planning
Compass Retirement Group LLC
Fiduciary Advisors, INC.
Edward Jones
Buckingham Asset Management, LLC
Buckingham Asset Management INC
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.
Exams
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