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CFP

Matthew Loughren

Mercer Global Advisors INC.
21 Years of Experience
Colleyville, TX
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Matthew Loughren is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Colleyville, TX, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 36,172 clients with $84B in assets under management.

Mercer Global Advisors INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
36,172 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$84.4B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.10%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10M+0.50%

Schedule reflects the Custom Wealth and Ascend Group standard tiers. Other service levels such as Wealth Path and Guided Investing have different fee schedules and minimums.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

26 Main Street, Colleyville, TX, 76034

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Matthew officiates football games, dedicating a few hours per week to this activity. He also maintains a health and life insurance license and owns rental property, but spends minimal time on these endeavors.

Employment History
Current Registrations
Mercer Global Advisors INC.
November 2025 - Present · 11 mos
Previous Registrations
Vanguard Marketing CorporationBroker
July 2022 - November 2025 · 3 yrs 4 mos
Vanguard Advisers, INC.
July 2022 - November 2025 · 3 yrs 4 mos
Etico Wealth Management LLC
February 2019 - June 2022 · 3 yrs 4 mos
Etico Partners, LLCBroker
February 2019 - December 2020 · 1 yr 10 mos
Charles Schwab & CO., INC.
April 2015 - June 2018 · 3 yrs 2 mos
Charles Schwab & CO., INC.Broker
April 2015 - June 2018 · 3 yrs 2 mos
LPL Financial LLCBroker
January 2014 - April 2015 · 1 yr 3 mos
LPL Financial LLC
January 2014 - April 2015 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - January 2014 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - January 2014 · 4 yrs 3 mos
Banc of America Investment Services, INC.
October 2007 - October 2009 · 2 yrs
Banc of America Investment Services, INC.Broker
October 2007 - October 2009 · 2 yrs
Merrill Lynch Pierce Fenner & Smith INC.
February 2005 - September 2007 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2005 - September 2007 · 2 yrs 8 mos
Great Eastern Securities, INC.Broker
April 2004 - June 2004 · 2 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
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