Derek Merkler
Trophy Point Financial Planning LLC · Georgetown, Kentucky
Derek Merkler is a fee-only financial advisor at Trophy Point Financial Planning LLC in Georgetown, Kentucky, who holds the CFP credential. Trophy Point Financial Planning LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Trophy Point Financial Planning LLC |
|---|---|
| Based in | Georgetown, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.25B across 4,262 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY, TX · CRD 6742666 |
| Exams passed | Series 65 (2017) |
| Firm size | 69 employees |
| Disclosures | Reported; see the SEC record |
| Website | trophypointfp.com |
How Derek's firm compares
- Trophy Point Financial Planning LLC's average account is about $294,000, from its Form ADV (assets managed divided by 4,262 accounts).
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Questions about Derek
Is Derek Merkler a fee-only financial advisor?
Yes. Derek Merkler is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Derek's firm.
How does Derek charge for financial advice?
Derek's firm, Trophy Point Financial Planning LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Derek Merkler based?
Derek Merkler is based in Georgetown, Kentucky.
What credentials does Derek Merkler hold?
Derek Merkler holds the CFP credential.
Is Derek Merkler registered with the SEC?
Yes. Derek Merkler is registered as an investment adviser representative in KY and TX (CRD 6742666), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Trophy Point Financial Planning LLC manage?
Trophy Point Financial Planning LLC reports $1.25B across 4,262 accounts in assets under management.
How do I contact Derek Merkler?
Through Derek's website, trophypointfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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