Mercury Financial Advisors offers comprehensive financial planning and investment advice to individuals, families, and business owners. Led by Sanglee Wong, Mercury Financial Advisors focuses on creating personalized financial plans that cover asset allocation, retirement, taxes, estate planning, education funding, and risk management. Specific investment recommendations and portfolio management are provided exclusively as part of ongoing financial planning engagements. Mercury Financial Advisors operates as a fee-only registered investment advisor, meaning compensation comes solely from client fees without commissions or product sales.
Fee Structure
Investment management is only offered as part of Mercury Financial Advisors' comprehensive ongoing financial planning service. There is no standalone investment management option available. Portfolio management is included within the annual retainer fee.