Elizabeth Cox
Merit Financial Partners, LLC · Westport, Connecticut
Elizabeth Cox is a fee-only financial advisor at Merit Financial Partners, LLC in Westport, Connecticut, who holds the CFP and CPA credentials. Elizabeth charges a percentage of assets, hourly fees, a one-time planning fee and an ongoing planning fee (ongoing planning from $4,000 a year and no asset minimum) and focuses on divorce financial planning, retirement planning and tax planning.
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Specialties
Who they serve
- Divorced individuals
- Pre-retirees
Facts
| Firm | Merit Financial Partners, LLC |
|---|---|
| Based in | Westport, Connecticut |
| Fee model | Percentage of assets · Hourly · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $4,000 a year · No asset minimum |
| Assets under management | $308.2M across 564 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in CT · CRD 2235759 |
| Exams passed | Series 63 (1992) · Series 66 (2006) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | meritfinancialpartners.com |
How Elizabeth's firm compares
- Ongoing planning starts at $4,000 a year, below the US median of $4,500 for fee-only firms that publish prices.
- Merit Financial Partners, LLC's average account is about $547,000, from its Form ADV (assets managed divided by 564 accounts).
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Questions about Elizabeth
Is Elizabeth Cox a fee-only financial advisor?
Yes. Elizabeth Cox is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Elizabeth's firm.
How does Elizabeth charge for financial advice?
Elizabeth charges a percentage of assets, hourly fees, a one-time planning fee and an ongoing planning fee.
How much does Elizabeth charge?
According to Merit Financial Partners, LLC's website, checked October 28, 2026: ongoing planning from $4,000 a year; no asset minimum.
Where is Elizabeth Cox based?
Elizabeth Cox is based in Westport, Connecticut.
What does Elizabeth specialize in?
Elizabeth's specialties include divorce financial planning, retirement planning and tax planning. Elizabeth works with divorced individuals and pre-retirees.
What credentials does Elizabeth Cox hold?
Elizabeth Cox holds the CFP and CPA credentials.
Is Elizabeth Cox registered with the SEC?
Yes. Elizabeth Cox is registered as an investment adviser representative in CT (CRD 2235759), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Merit Financial Partners, LLC manage?
Merit Financial Partners, LLC reports $308.2M across 564 accounts in assets under management.
How do I contact Elizabeth Cox?
Through Elizabeth's website, meritfinancialpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Merit Financial Partners, LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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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