Firm
Mersereau, Lazenby & Rockas
Suwanee, Georgia
Fee-only
Mersereau, Lazenby & Rockas at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 13 employees and 143 individual clients, 79 of them high net worth.
- Its average account is about $431,000 (assets it manages divided by its 230 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Suwanee, Georgia |
|---|---|
| Website | cpamlr.com |
| Phone | (770) 614-6800 |
Mersereau, Lazenby & Rockas fees
Mersereau, Lazenby & Rockas 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 | Percentage of assets · Hourly |
|---|---|
| Assets managed | $99 million |
| Individual clients | 64 |
| High-net-worth clients | 79 |
| Accounts managed | 230 |
| Employees | 13 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 126139 |