# Mary Mermel

> Mary Mermel is a fee-only financial advisor at Sullivan Mermel in Chicago, Illinois, who holds the CFP credential.

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

## Facts

- **Firm:** Sullivan Mermel
- **Based in:** Chicago, Illinois
- **Credentials:** CFP
- **CRD:** 5494523 (https://adviserinfo.sec.gov/individual/summary/5494523)
- **SEC registration:** Investment adviser representative in IL
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.sullivanmermel.com

## Frequently asked questions

### Is Mary Mermel a fee-only financial advisor?

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

### Where is Mary Mermel based?

Mary Mermel is based in Chicago, Illinois.

### What credentials does Mary Mermel hold?

Mary Mermel holds the CFP credential.

### Is Mary Mermel registered with the SEC?

Yes. Mary Mermel is registered as an investment adviser representative in IL (CRD 5494523), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Mary Mermel?

Through Mary's website, www.sullivanmermel.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5494523): 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

---

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