William Mertes
American Financial Advisors · Winter Park, Florida
William Mertes is a fee-only financial advisor at American Financial Advisors in Winter Park, Florida, who holds the CFA credential. American Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | American Financial Advisors |
|---|---|
| Based in | Winter Park, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.28B across 1,765 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, NY · CRD 2717949 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.afadvisors.com |
How William's firm compares
- American Financial Advisors's average account is about $725,000, from its Form ADV (assets managed divided by 1,765 accounts).
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Questions about William
Is William Mertes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and American Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, American Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Mertes based?
William Mertes is based in Winter Park, Florida.
What credentials does William Mertes hold?
William Mertes holds the CFA credential.
Is William Mertes registered with the SEC?
Yes. William Mertes is registered as an investment adviser representative in FL and NY (CRD 2717949), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does American Financial Advisors manage?
American Financial Advisors reports $1.28B across 1,765 accounts in assets under management.
How do I contact William Mertes?
Through William's website, www.afadvisors.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
- 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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