John Mersek
Essential Investing · Phoenix, Arizona
John Mersek is a fee-only financial advisor at Essential Investing in Phoenix, Arizona. John charges a percentage of assets.
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Facts
| Firm | Essential Investing |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $53.5M across 259 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6414039 |
| Exams passed | Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.essential-investing.com |
| Profile |
How John's firm compares
- Essential Investing's average account is about $207,000, from its Form ADV (assets managed divided by 259 accounts).
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Questions about John
Is John Mersek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Essential Investing reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John charges a percentage of assets.
Where is John Mersek based?
John Mersek is based in Phoenix, Arizona.
Is John Mersek registered with the SEC?
Yes. John Mersek is registered as an investment adviser representative in AZ and TX (CRD 6414039), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Essential Investing manage?
Essential Investing reports $53.5M across 259 accounts in assets under management.
How do I contact John Mersek?
Through John's website, www.essential-investing.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
- Essential Investing 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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