Adam Mehrer
Wills Financial Group · Newton Square, Pennsylvania
Adam Mehrer is a fee-only financial advisor at Wills Financial Group in Newton Square, Pennsylvania, who holds the CFP credential. Adam focuses on retirement planning, estate & legacy planning and tax planning. Wills Financial Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Wills Financial Group |
|---|---|
| Based in | Newton Square, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $385.7M across 753 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX, VA · CRD 6310159 |
| Exams passed | Series 65 (2014) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | willsfg.com |
| Profile |
How Adam's firm compares
- Wills Financial Group's average account is about $512,000, from its Form ADV (assets managed divided by 753 accounts).
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Questions about Adam
Is Adam Mehrer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Wills Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Wills Financial Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Adam Mehrer based?
Adam Mehrer is based in Newton Square, Pennsylvania.
What does Adam specialize in?
Adam's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Adam Mehrer hold?
Adam Mehrer holds the CFP credential.
Is Adam Mehrer registered with the SEC?
Yes. Adam Mehrer is registered as an investment adviser representative in PA, TX and VA (CRD 6310159), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wills Financial Group manage?
Wills Financial Group reports $385.7M across 753 accounts in assets under management.
How do I contact Adam Mehrer?
Through Adam's website, willsfg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Wills Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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