Merrill Dennis
Comprehensive Wealth Solutions · Boca Raton, Florida
Merrill Dennis is a fee-only financial advisor at Comprehensive Wealth Solutions in Boca Raton, Florida. Comprehensive Wealth Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Executives
- High earners
Facts
| Firm | Comprehensive Wealth Solutions |
|---|---|
| Based in | Boca Raton, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $374.3M across 296 accounts |
| SEC registration | Investment adviser representative in FL, NJ · CRD 5192814 |
| Exams passed | Series 65 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cwsglobal.com |
How Merrill's firm compares
- Comprehensive Wealth Solutions's average account is about $1.3 million, from its Form ADV (assets managed divided by 296 accounts).
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Questions about Merrill
Is Merrill Dennis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Merrill holds no broker registration, and Comprehensive Wealth Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Merrill charge for financial advice?
Merrill's firm, Comprehensive Wealth Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Merrill Dennis based?
Merrill Dennis is based in Boca Raton, Florida.
Is Merrill Dennis registered with the SEC?
Yes. Merrill Dennis is registered as an investment adviser representative in FL and NJ (CRD 5192814), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Comprehensive Wealth Solutions manage?
Comprehensive Wealth Solutions reports $374.3M across 296 accounts in assets under management.
How do I contact Merrill Dennis?
Through Merrill's website, www.cwsglobal.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
- Comprehensive Wealth Solutions 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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