# Timothy Mersereau

> Timothy Mersereau is a fee-only financial advisor at Mersereau, Lazenby & Rockas in Suwanee, Georgia, who holds the ChFC credential. Timothy focuses on tax planning. Mersereau, Lazenby & Rockas reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Mersereau, Lazenby & Rockas
- **Based in:** Suwanee, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $99.0M across 230 accounts
- **Credentials:** ChFC
- **Specialties:** Tax planning
- **CRD:** 4658151 (https://adviserinfo.sec.gov/individual/summary/4658151)
- **SEC registration:** Investment adviser representative in GA
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://cpamlr.com

## Frequently asked questions

### Is Timothy Mersereau a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Timothy 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 Timothy charge for financial advice?

Timothy's firm, Mersereau, Lazenby & Rockas, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Timothy Mersereau based?

Timothy Mersereau is based in Suwanee, Georgia.

### What does Timothy specialize in?

Timothy's specialties include tax planning.

### What credentials does Timothy Mersereau hold?

Timothy Mersereau holds the ChFC credential.

### Is Timothy Mersereau registered with the SEC?

Yes. Timothy Mersereau is registered as an investment adviser representative in GA (CRD 4658151), 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 Timothy Mersereau?

Through Timothy's website, cpamlr.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4658151): 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://cpamlr.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.