Mercury Financial Advisors

Overview

Mercury Financial Advisors is a small, independent registered investment adviser operating as a sole proprietorship that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges fixed fees and describes its business activity as other financial product sales, while delivering one-on-one planning and discretionary portfolio oversight. Investment activity shows a clear tilt toward equities, with a sizable allocation to non-exchange-traded equity positions alongside mutual fund exposures. The adviser is not positioned as an ESG investor, does not act as a pension consultant, and does not market itself as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices