Brian Merrill
Tanglewood Total Wealth Management · Houston, Texas
Brian Merrill is a fee-only financial advisor at Tanglewood Total Wealth Management in Houston, Texas, who holds the CFP credential. Brian focuses on retirement planning, estate & legacy planning and tax planning. Tanglewood Total Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
- Multi-generational families
- Mid-life transitions
Facts
| Firm | Tanglewood Total Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.59B across 1,296 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5000672 |
| Exams passed | Series 65 (2005) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.tanglewoodwealth.com |
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Questions about Brian
Is Brian Merrill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Tanglewood Total Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Tanglewood Total Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Brian Merrill based?
Brian Merrill is based in Houston, Texas.
What does Brian specialize in?
Brian's specialties include retirement planning, estate & legacy planning, tax planning, small business owners, family wealth transfer and founders (pre-exit). Brian works with founders, executives, physicians, multi-generational families and mid-life transitions.
What credentials does Brian Merrill hold?
Brian Merrill holds the CFP credential.
Is Brian Merrill registered with the SEC?
Yes. Brian Merrill is registered as an investment adviser representative in TX (CRD 5000672), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tanglewood Total Wealth Management manage?
Tanglewood Total Wealth Management reports $1.59B across 1,296 accounts in assets under management.
How do I contact Brian Merrill?
Through Brian's website, www.tanglewoodwealth.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
- Tanglewood Total Wealth Management 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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