Kelly Merten
PJS Wealth Partners · Cedarburg, Wisconsin
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.
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Facts
| Firm | PJS Wealth Partners |
|---|---|
| Based in | Cedarburg, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $852.0M across 1,368 accounts |
| SEC registration | Investment adviser representative in WI · CRD 4783952 |
| Exams passed | Series 65 (2004) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | pjsinvestment.com |
How Kelly's firm compares
- PJS Wealth Partners's average account is about $623,000, from its Form ADV (assets managed divided by 1,368 accounts).
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Questions about Kelly
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.
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
- 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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