James Merrill
Binnacle Financial Group · Chevy Chase, Maryland
James Merrill is a fee-only financial advisor at Binnacle Financial Group in Chevy Chase, Maryland. James focuses on family wealth transfer. Binnacle Financial Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Binnacle Financial Group |
|---|---|
| Based in | Chevy Chase, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $22.1M across 12 accounts |
| SEC registration | Investment adviser representative in MD · CRD 7599113 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.binnacleadvice.com |
| Profile |
How James's firm compares
- Binnacle Financial Group's average account is about $1.8 million, from its Form ADV (assets managed divided by 12 accounts).
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Questions about James
Is James Merrill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Binnacle Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Binnacle Financial Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is James Merrill based?
James Merrill is based in Chevy Chase, Maryland.
What does James specialize in?
James's specialties include family wealth transfer.
Is James Merrill registered with the SEC?
Yes. James Merrill is registered as an investment adviser representative in MD (CRD 7599113), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Binnacle Financial Group manage?
Binnacle Financial Group reports $22.1M across 12 accounts in assets under management.
How do I contact James Merrill?
Through James's website, www.binnacleadvice.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Chevy Chase
Other advisors in Maryland who focus on family wealth transfer
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
- Binnacle 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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