Steven Wykoff
Mersereau, Lazenby & Rockas · Suwanee, Georgia
Steven Wykoff is a fee-only financial advisor at Mersereau, Lazenby & Rockas in Suwanee, Georgia, who holds the CFP credential. Steven focuses on tax planning. Mersereau, Lazenby & Rockas reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Mersereau, Lazenby & Rockas |
|---|---|
| Based in | Suwanee, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $99.0M across 230 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, MT · CRD 4944681 |
| Exams passed | Series 66 (2005) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | cpamlr.com |
| Profile |
How Steven's firm compares
- Mersereau, Lazenby & Rockas's average account is about $431,000, from its Form ADV (assets managed divided by 230 accounts).
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Questions about Steven
Is Steven Wykoff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Mersereau, Lazenby & Rockas reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Mersereau, Lazenby & Rockas, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Steven Wykoff based?
Steven Wykoff is based in Suwanee, Georgia.
What does Steven specialize in?
Steven's specialties include tax planning.
What credentials does Steven Wykoff hold?
Steven Wykoff holds the CFP credential.
Is Steven Wykoff registered with the SEC?
Yes. Steven Wykoff is registered as an investment adviser representative in GA and MT (CRD 4944681), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mersereau, Lazenby & Rockas manage?
Mersereau, Lazenby & Rockas reports $99.0M across 230 accounts in assets under management.
How do I contact Steven Wykoff?
Through Steven's website, cpamlr.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
- Mersereau, Lazenby & Rockas 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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