Merit Financial Advisors

Financial Advisor in Frisco, TX

Firm Info
Address: 2801 Network Blvd Suite 503, Frisco, TX 75034, USA
Website:
Phone: (214) 423-4200

Firm Size
Assets Under Management: $2.9 billion
# of Advisors: 71
# of Clients: 8,693
Client to Advisor Ratio: 122:1
Average Account Size: $331,072
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

Get Connected with a Financial Advisor

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Merit Financial Advisors Overview

Merit Financial Advisors is a registered investment advisory firm based in Alpharetta, GA that has been providing investment advice since 2007. As a fee-based firm, they offer financial planning and portfolio management services for individuals and small businesses. Merit also offers pension consulting services, which is a crucial element for businesses seeking guidance for their employee benefits programs. The firm's reputation for offering expert advice has led to its selection of other advisors who offer clients a more extensive suite of services. Merit Financial Advisors is known for their educational seminars and workshops which offer clients a better understanding of financial planning principles and how to make informed financial decisions.

MERIT FINANCIAL ADVISORS caters to a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations, among others. With their extensive expertise and experience in the financial industry, the firm is capable of providing tailor-made strategies and solutions that suit the unique needs and goals of each client. Whether it's assistance with investments, retirement planning, estate planning, or other financial matters, MERIT FINANCIAL ADVISORS has the skills, knowledge, and resources to deliver top-notch services. When it comes to fee structures, MERIT FINANCIAL ADVISORS offers various options, depending on the particular service provided. For clients who seek investment management or financial planning services, the firm may charge a percentage of the assets under management (AUM). Alternatively, clients may opt for hourly rates, fixed fees, or other types of fees, depending on their preferences and specific requirements. The firm ensures that all fees are transparent and fair, and they work closely with clients to determine the most appropriate fee structure. Clients can trust that MERIT FINANCIAL ADVISORS considers their best interests and ensures that they receive high-quality services at a reasonable cost.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Merit Financial Advisors mentions that they may impose a minimum fee or minimum account balance for their asset management services as set forth in the Asset Management Agreement. However, the brochure does not specify what the investment minimum is for the firm.

How This Office Can Help Frisco, TX Residents

Merit Financial Advisors offers a wide range of financial services to help clients in Frisco, TX achieve their financial goals. They help clients with retirement planning, investment management, tax planning, estate planning, and more. By examining the individual financial situation of each client, they can help create a tailored plan that will help them reach their goals. As one of the fastest-growing cities in Texas, Frisco residents may face unique financial situations. Many Frisco residents are dual-income families with high earning potential, but they may also face high living expenses due to the city's rapid growth. Additionally, with the housing market being highly competitive in Frisco, many residents may need assistance with mortgage planning or debt management. Merit Financial Advisors can help with all of these situations and more, providing expert advice and guidance to help clients achieve their financial objectives.

To view the Minimum Investment and Fee Schedule for Merit Financial Advisors, visit their Part 2 Brochure.

Services Offered by Merit Financial Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Merit Financial Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2801 Network Blvd Suite 503, Frisco, TX 75034, USA
Phone (214) 423-4200
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 2400 LAKEVIEW PARKWAY, SUITE 550, ALPHARETTA, GA 30009, United States

This firm has no other locations.

State Registrations

Merit Financial Advisors is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Merit Financial Advisors does not have any disclosures. Please visit it's Form ADV for more details.