MEZZI

Overview

Mezzi is a small, independent registered investment adviser organized as a corporation and registered with the SEC in 2025. The firm offers financial planning and discretionary portfolio management targeted at individuals, families and small-business owners. Mezzi operates on a fixed‑fee model rather than percentage-based asset fees, and it does not function as a capital allocator to external managers. The firm is not identified as an active ESG investor, and it does not hold multi-state adviser status. Service emphasis appears to be on personalized planning and ongoing portfolio oversight for private clients rather than institutional or pension consulting work. Given the firm’s client focus and fee model, its approach is likely oriented toward comprehensive financial planning combined with managed portfolios tailored to individual circumstances.

Assets & Accounts

Location & Offices