Steven Merrell is a CFP-designated registered investment advisor at Creative Planning, based in Monterey, CA, with 18 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
2340 Garden Road, Suite 202, Monterey, CA, 93940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Steven is a member and 33.33% owner of Top Floor Investors, LLC, a commercial real estate business, and manages a single-family rental property. He also serves as a board member and treasurer for Carmel Valley Manor, a board member for Carmel Valley Manor Foundation, and a board member for The Old Capital Club, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Monterey Private Wealth, INC.
State Registrations2 states
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