Zachary Mersberger
Zachary Mersberger is a CFA-designated registered investment advisor at Merit Financial Advisors, based in Alpharetta, GA, with 15 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 14,417 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merit Financial Group charges an annual investment advisory fee of up to 2.50% of the assets in your account. This fee is negotiable and can depend on the investment advisor representative, the value of your account, the types of assets, the complexity of your portfolio, your financial situation, how actively your portfolio is traded, anticipated future assets, your relationship with the advisor, and any additional services you request. Clients of independent contractor advisors pay an additional platform fee of 0.25% or 0.35% depending on who manages the account.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
Get directionsHistory
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 ActivitiesSells Insurance
Zachary operates under Merit Financial Advisors as a DBA for his LPL business and owns a rental property. He also has partial ownership in Good Medicine Developers LLC, 1160 Acquisition LLC, and EMMnow, and works as a wealth manager selling non-variable insurance, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Mersberger Advisory Group, LLC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations2 states
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.