Firm
Mercury Financial Advisors
Albany, New York
Fee-only
Mercury Financial Advisors at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 16 individual clients, 11 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 16 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Albany, New York |
|---|---|
| Website | mercuryfinadv.com |
| Phone | (518) 364-7554 |
Mercury Financial Advisors fees
Mercury Financial Advisors 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
| Paid by | Fixed fees |
|---|---|
| Assets managed | $23 million |
| Individual clients | 5 |
| High-net-worth clients | 11 |
| Accounts managed | 16 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2025 |
| SEC record | CRD 166362 |