# Jessica Merino

> Jessica Merino is a fee-only financial advisor at Merino Wealth Management in Chicago, Illinois, who holds the CFP credential. Jessica charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $10,000 a year and one-time plans from $500) and focuses on equity compensation, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/jessica-merino/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Merino Wealth Management
- **Based in:** Chicago, Illinois
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $10,000 a year; one-time plans from $500; 0.75%–1.5% a year of assets managed; a $1,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $47.2M across 399 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Tax planning, Estate & legacy planning, Retirement planning
- **Works with:** Tech employees, Executives, High earners
- **CRD:** 4821818 (https://adviserinfo.sec.gov/individual/summary/4821818)
- **SEC registration:** Investment adviser representative in AZ, CA, IL, TX
- **Exams passed:** Series 66 (2004)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://merinowealth.com

## Frequently asked questions

### Is Jessica Merino a fee-only financial advisor?

Yes. Jessica Merino 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 Jessica's firm.

### How does Jessica Merino charge for financial advice?

Jessica Merino charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Jessica Merino charge?

According to Merino Wealth Management's website, checked October 28, 2026: ongoing planning from $10,000 a year; one-time plans from $500; 0.75%–1.5% a year of assets managed; a $1,000,000 asset minimum.

### Where is Jessica Merino based?

Jessica Merino is based in Chicago, Illinois.

### What does Jessica Merino specialize in?

Jessica Merino's specialties include equity compensation, tax planning, estate & legacy planning and retirement planning. Jessica works with tech employees, executives and high earners.

### What credentials does Jessica Merino hold?

Jessica Merino holds the CFP credential.

### Is Jessica Merino registered with the SEC?

Yes. Jessica Merino is registered as an investment adviser representative in AZ, CA, IL and TX (CRD 4821818), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Merino Wealth Management manage?

Merino Wealth Management reports $47.2M across 399 accounts in assets under management.

### How do I contact Jessica Merino?

Through Jessica Merino's website, merinowealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/51456): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://merinowealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.