Jessica Merino
Merino Wealth Management · Chicago, Illinois
Jessica Merino is a fee-only financial advisor at Merino Wealth Management in Chicago, Illinois, who holds the CFP credential.
- $10,000
- Ongoing planning, per year, from
- $500
- One-time plan, from
- $47M
- Firm assets managed
- $118,000
- Firm's average account
What Jessica focuses on
Who Jessica works with
- Tech employees
- Executives
- High earners
How does Jessica's firm compare?
-
Ongoing planning starts at $10,000 a year, above the Illinois median of $5,000 for fee-only firms that publish prices.
-
A one-time plan starts at $500, below the Illinois median of $2,625 for fee-only firms that publish prices.
-
Merino Wealth Management's average account is about $118,000, from its Form ADV (assets managed divided by 399 accounts).
Questions about Jessica
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Assets under management | $47.2M across 399 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, IL, TX · CRD 4821818 |
| Exams passed | Series 66 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | merinowealth.com |
Request an introduction to Jessica
Tell Jessica a little about what you're looking for. Jessica isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Other fee-only advisors in Chicago
Other advisors in Illinois who focus on equity compensation
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Merino Wealth Management 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.
See something wrong? Request a correction. Read our methodology.