Mercer Street Personal Financial Services

Mercer Street Personal Financial Services at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee.

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Mercer Street Personal Financial Services fees

Mercer Street Personal Financial Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Ryan Firth

  CFP · CPA/PFS · Master of Science Accounting

Other fee-only firms in Bellaire

• Pivot Point Advisors, LLC
• Rexford Capital Wealth Management
• Bellaire Capital Management
• Ceera Investments

Fee-only advisors in Texas