MERCER STREET PERSONAL FINANCIAL SERVICES

Overview

Mercer Street Personal Financial Services operates as a small, owner-run LLC focused on financial planning engagements rather than large-scale wealth management or institutional allocation. The firm reports charging hourly and fixed fees, and its regulatory filings indicate it does not position itself as an active ESG investor, pension consultant, or multi-state adviser. Mercer Street’s profile and asset footprint suggest a practice centered on advice and planning work with limited discretionary asset management activity. The firm does not report relationships with third-party alternative asset managers and appears to rely on pooled retail vehicles for managing client assets. Its advisory activity is listed specifically as financial planning services, which aligns with a fee-for-service model rather than a commission-driven or broad custody-based investment platform.

Assets & Accounts

Investments & Alternatives

Location & Offices