# Kelly Merten

> Kelly Merten is a fee-only financial advisor at PJS Wealth Partners in Cedarburg, Wisconsin. PJS Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kelly-merten/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** PJS Wealth Partners
- **Based in:** Cedarburg, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $852.0M across 1,368 accounts
- **CRD:** 4783952 (https://adviserinfo.sec.gov/individual/summary/4783952)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2004)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** http://pjsinvestment.com

## Frequently asked questions

### Is Kelly Merten a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and PJS Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kelly charge for financial advice?

Kelly's firm, PJS Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kelly Merten based?

Kelly Merten is based in Cedarburg, Wisconsin.

### Is Kelly Merten registered with the SEC?

Yes. Kelly Merten is registered as an investment adviser representative in WI (CRD 4783952), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does PJS Wealth Partners manage?

PJS Wealth Partners reports $852.0M across 1,368 accounts in assets under management.

### How do I contact Kelly Merten?

Through Kelly's website, pjsinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4783952): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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