Timothy Mersereau
Mersereau, Lazenby & Rockas · Suwanee, Georgia
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.
Request an introduction to Timothy →
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 | ChFC |
| SEC registration | Investment adviser representative in GA · CRD 4658151 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | cpamlr.com |
How Timothy's firm compares
- Mersereau, Lazenby & Rockas's average account is about $431,000, from its Form ADV (assets managed divided by 230 accounts).
Request an introduction to Timothy
Tell Timothy a little about what you're looking for. Timothy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Timothy
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.
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.
See something wrong? Request a correction. Read our methodology.