# Seth Merrill

> Seth Merrill is a fee-only financial advisor at The Norden Group in Provo, Utah, who holds the CFP credential. Seth focuses on tax planning and estate & legacy planning. The Norden Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/seth-merrill/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The Norden Group
- **Based in:** Provo, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.97B across 4,220 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 5893913 (https://adviserinfo.sec.gov/individual/summary/5893913)
- **SEC registration:** Investment adviser representative in TX, UT
- **Exams passed:** Series 66 (2011)
- **Firm size:** 30 employees
- **Disclosures:** None reported
- **Website:** https://www.thenordengroup.com/

## Frequently asked questions

### Is Seth Merrill a fee-only financial advisor?

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

### How does Seth charge for financial advice?

Seth's firm, The Norden Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Seth Merrill based?

Seth Merrill is based in Provo, Utah.

### What does Seth specialize in?

Seth's specialties include tax planning and estate & legacy planning.

### What credentials does Seth Merrill hold?

Seth Merrill holds the CFP credential.

### Is Seth Merrill registered with the SEC?

Yes. Seth Merrill is registered as an investment adviser representative in TX and UT (CRD 5893913), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Norden Group manage?

The Norden Group reports $1.97B across 4,220 accounts in assets under management.

### How do I contact Seth Merrill?

Through Seth's website, www.thenordengroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5893913): 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
- The firm's website (https://www.thenordengroup.com/): specialties, clients served, and fees, checked October 30, 2026

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