Frank Mercer
Southeast Asset Advisors · Tallahassee, Florida
Frank Mercer is a fee-only financial advisor at Southeast Asset Advisors in Tallahassee, Florida, who holds the CFP credential. Frank focuses on family wealth transfer. Southeast Asset Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Southeast Asset Advisors |
|---|---|
| Based in | Tallahassee, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $4.20B across 1,356 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 2855225 |
| Exams passed | Series 65 (1997) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.assetadvisor.com |
How Frank's firm compares
- Southeast Asset Advisors's average account is about $3.1 million, from its Form ADV (assets managed divided by 1,356 accounts).
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Questions about Frank
Is Frank Mercer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Frank holds no broker registration, and Southeast Asset Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Frank charge for financial advice?
Frank's firm, Southeast Asset Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Frank Mercer based?
Frank Mercer is based in Tallahassee, Florida.
What does Frank specialize in?
Frank's specialties include family wealth transfer. Frank works with multi-generational families.
What credentials does Frank Mercer hold?
Frank Mercer holds the CFP credential.
Is Frank Mercer registered with the SEC?
Yes. Frank Mercer is registered as an investment adviser representative in FL (CRD 2855225), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Southeast Asset Advisors manage?
Southeast Asset Advisors reports $4.20B across 1,356 accounts in assets under management.
How do I contact Frank Mercer?
Through Frank's website, www.assetadvisor.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
- Southeast Asset Advisors 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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