Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
23 years
Location
Creve Coeur, MO 63141
RFG Advisory, LLC
Multi-team
Kevin Grelle is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and having 23 years of industry experience. He has worked at Four Seasons Wealth Management since 2003 and has been with RFG Advisory since 2014. Outside of his advisory role, he participates in charitable cycling events for Pedal the Cause and volunteers with the St. Joseph’s Fathers Club to support scholarship fundraising. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering a mix of actively managed and passive investment strategies, alternative investments, and portfolio management services.
Based on RFG Advisory, LLC
Based on RFG Advisory, LLC
Based on RFG Advisory, LLC
Flat fees charged for financial planning and consulting based on complexity and scope; will not exceed $50,000.
$0+: up to 2.35%, negotiated by Financial Advisor (flat, linear or tiered fee schedules possible) $0+: up to 0.50% RFG annual platform fee included in advisory fee $0+: Bluemonte sub-adviser fee of 0.15% per annum on Bluemonte Funds $0+: Third-party manager strategist fees vary from 0% to 1.0% $0+: Third-party platform fees included in RFG platform fee; SMArtX accounts under $10,000 incur additional $10/month platform fee
Some Financial Advisors are also registered representatives and/or licensed insurance agents earning commissions on sales of securities and insurance products.
Hourly charges may be applied for consulting but specific rates are not clearly stated.
Minimum fee: $12.50 non-refundable quarterly Account Service Fee deducted from Client accounts held at Fidelity and Schwab; no service fee on Pontera accounts. Fee-only: Financial planning and consulting fees are flat fees negotiated between Financial Advisor and Client, typically not exceeding $50,000; payable monthly, quarterly, semi-annually, one-time or split fees.
Creve Coeur, MO Three City Dr
Three City Dr, Suite 590
Creve Coeur MO 63141
Advisors at this office
5
Missouri · Texas
23 years of industry experience
Private Client Services
2018 - Present • 8 years
Creve Coeur, MO
RFG Advisory
2014 - Present • 12 years
Creve Coeur, MO
LPL Financial, LLC (Formerly: LINSCO/PRIVATE LEDGER CORP.)
2003 - 2018 • 15 years
Creve Coeur, MO
Four Seasons Wealth Management
2003 - Present • 23 years
Creve Coeur, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, CRPC®, EA
Kirkwood, MO
Mayfair Financial, LLC
Meet Joe Petry, Ph.D., CFP®, EA, CRPC®— Passionate hooper, hiker, and dog lover who founded Mayfair Financial. -Ph.D. in Economics and a Master's in Personal Financial Planning. -Extensive academic and professional background in teaching finance and economics at renowned institutions. -Certified Financial Planner™ and Chartered Retirement Planning Counselor®. -Has received awards for his volunteerism and leadership. -He believes in the power of random acts of kindness to make the world a better place. Fun Fact: Joe and his neighbors are now novice beekeepers.
Verified by Warmer
CFP®, Series 63
St. Louis, MO
Trinity Wealth Advisors LLC
Alan Smith is a CFP® with 39 years of industry experience and is the principal of ASA Advisors, Inc. in Eureka, MO. He has worked with Trinity Wealth Advisors, LLC since 1998 and has been self-employed in various capacities since 1993. In addition to his advisory work, he serves as an independent representative for Growth Management Group / Stryde Savings, which provides tax and cost-saving strategies for privately held companies. ASA Advisors serves individuals, families, businesses, foundations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a modern portfolio theory approach with diversified portfolios using mutual funds and ETFs, offering both strategic and tactical allocation management while combining internally managed accounts with third-party manager recommendations.
Verified by Warmer
Series 66, Series 7, JD
Chesterfield, MO
Ameriprise
Richard Espenschied is a financial advisor at Ameriprise with Series 66, Series 7, and APMA(R) designations. Before joining Ameriprise in 2025, he worked at Anheuser-Busch for nine years in economics and strategy. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
CFP®, Series 65
Saint Charles, MO
Fidelis Financial Planning, LLC
Jeffrey Laughlin is a CFP® with 17 years of industry experience and has been with Fidelis Financial Planning, LLC since 2011. He holds a Series 65 license and is based in Saint Charles, MO. Outside of his advisory role, he is the owner and managing member of a non-investment related real estate entity. Fidelis Financial Planning serves middle-income and high-net-worth individuals, as well as various institutional clients, offering integrated financial planning and discretionary portfolio management. The firm employs a structured investment approach grounded in academic research, focusing on broadly diversified, low-cost funds and ETFs.
Series 65, Series 66
Clayton, MO
Virtual Investment Planning LLC
Jahanguir Azodi is the principal advisor at Virtual Investment Planning LLC with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Berthel Fisher & Company Financial Services, Aspire Wealth Management, and America's Financial Center. Outside of advising, he operates an accounting and tax services firm and is a published book author. Virtual Investment Planning LLC provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, and businesses. The firm’s investment approach combines fundamental and technical analysis with a primarily long-term focus, offering diversified portfolios that include mutual funds, ETFs, individual stocks and bonds, and insurance consulting.
Series 65
Fenton, MO
Midwest Investment Advisors, LLC
Bruce Krieg is a financial advisor at Midwest Investment Advisors, LLC in Fenton, Missouri, holding a Series 65 designation with 15 years of industry experience. He has been with Midwest Investment Advisors since 2010 and also has a long-standing association with Kriegl Lohbeck & Co dating back to 1992. Midwest Investment Advisors serves individual, high-net-worth, institutional, and business clients, providing discretionary portfolio management and financial planning. The firm employs multiple analysis methods and manages all portfolios in-house, overseeing a notably high client load for a solo advisor and maintaining an affiliation with an accounting firm to offer complementary services.
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