Merit Financial Partners, LLC at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 5 advisors are listed here; 3 of 5 hold the CFP.
- Its Form ADV reports 5 employees and 193 individual clients, 100 of them high net worth.
- Its average account is about $547,000 (assets it manages divided by its 564 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Westport, Connecticut |
|---|---|
| Website | meritfinancialpartners.com |
| [email protected] | |
| Phone | (203) 221-2799 |
Questions about Merit Financial Partners, LLC
How much does Merit Financial Partners, LLC charge?
Merit Financial Partners, LLC publishes these prices: ongoing planning: from $4,000 a year. We found this on its website, checked October 28, 2026.
Does Merit Financial Partners, LLC have an account minimum?
No. Merit Financial Partners, LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Merit Financial Partners, LLC paid?
Merit Financial Partners, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Merit Financial Partners, LLC have in the Wellspent public graph?
The Wellspent public graph lists 5 advisors at Merit Financial Partners, LLC, and 3 hold the CFP.
What is the average account at Merit Financial Partners, LLC?
Merit Financial Partners, LLC's average account is about $547,000. That's the assets on its Form ADV divided by its 564 accounts.
What does Merit Financial Partners, LLC specialize in?
Merit Financial Partners, LLC's advisors and website list divorce financial planning, retirement planning and tax planning.
Merit Financial Partners, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,000 a year |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets · Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"there is a minimum annual fee of $4,000, which is payable in arrears in quarterly installments of $1,000" source
"While there is no asset minimum for our investment portfolio management services program" source
"Our management fee is up to 0.75% annually, billed quarterly in arrears" source
"Retirement, tax, insurance, and estate advice, by package or hourly, with no long-term commitment." source
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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $308 million |
| Individual clients | 93 |
| High-net-worth clients | 100 |
| Accounts managed | 564 |
| Employees | 5 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-111783) |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 141359 |