Derek Merkler is a CFP-designated registered investment advisor at Nectarine, based in Georgetown, KY, with 9 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 3,210 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Nectarine Financial offers ongoing financial planning services billed quarterly in advance, with fees typically ranging from $100 to $3,000 per quarter. This service includes collaborative ongoing advice on cash flow, goals, investments, retirement, insurance, debt, estate planning, employer benefits, and email access throughout the year.
- One-hour financial planning session — generally less than $500, designed for specific financial planning topics with a recap email and action items.
- Comprehensive financial plan (The Plan Services) — generally less than $10,000 for an eight-week engagement that includes three meetings, document review, expert analysis, implementation help, and custom planning.
Location
Georgetown, KY
Get directionsHistory
Regulatory History (1)
Regulatory
September 2021Other Business Activities
Derek is a member/manager of Trophy Point Thoroughbreds, LLC, a thoroughbred horse breeding and racing operation, dedicating about 10% of his time. He is also a member/manager of Trophy Point Financial Planning LLC, providing bookkeeping and tax preparation services, dedicating a few hours per week.
Employment History
Current Registrations
Nectarine
Xypn Invest
Previous Registrations
Trophy Point Financial Planning LLC
Parsonex Advisory Services, INC.
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.
Exams
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