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CFP

Joshua Mersberger

Merit Financial Advisors
18 Years of Experience
Bozeman, MT
Sells Insurance
View SEC Summary
View SEC Summary

Joshua Mersberger is a CFP-designated registered investment advisor at Merit Financial Advisors, based in Bozeman, MT, with 18 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 20,711 clients with $24B in assets under management.

Merit Financial Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
293 advisors
Number of Clients
20,711 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$23.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual asset management fee ranges up to a maximum of 2.50% and is negotiable. Independent contractor accounts may incur an additional platform fee of 0.25% to 0.35%.

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

Location

5 West Mendenhall St, Suite 202, Office 206, Bozeman, MT, 59715

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Joshua is involved in several business activities, including Merit Financial Advisors and Mersberger Financial Group, where he provides investment advisory services, dedicating full-time hours to these roles. He also manages real estate rentals and spends minimal time as a wealth manager focused on non-variable insurance.

Employment History
Current Registrations
Merit Financial Advisors
October 2022 - Present · 4 yrs
Previous Registrations
LPL Financial LLCBroker
October 2022 - April 2024 · 1 yr 6 mos
Mersberger Advisory Group, LLC
February 2020 - November 2022 · 2 yrs 9 mos
Cambridge Investment Research Advisors, INC.
November 2017 - November 2022 · 5 yrs
Cambridge Investment Research, INC.Broker
November 2017 - October 2022 · 4 yrs 11 mos
Voya Financial Advisors, INC.
January 2010 - November 2017 · 7 yrs 10 mos
Voya Financial Advisors, INC.Broker
August 2008 - November 2017 · 9 yrs 3 mos
State Registrations3 states
MTTXWI
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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