Elizabeth Cox is a CFP-designated registered investment advisor at Merit Financial Partners LLC, based in Westport, CT, with 20 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 197 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Management fee is up to 0.75% annually, billed quarterly in arrears. While there is no asset minimum, there is a minimum annual fee of $4,000 ($1,000 per quarter). Fees are negotiable.
Fee Estimator
Location
500 Post Road East, Suite 228, Westport, CT, 06880
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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 →Employment History
Current Registrations
Merit Financial Partners LLC
Previous Registrations
Cox Financial Services, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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