Hourly · Fee-only · Houston, TX
Mercer Street is an hourly, fee-only planning firm led by a CPA/PFS and CFP®. We coordinate your taxes, investments, business and estate decisions into one plan — and we publish exactly what it costs.
Who we work with
Entity choice, owner compensation, cash reserves, and planning years ahead of a sale or liquidity event.
Learn more →02Cross-border planning for non-U.S. persons living in the U.S. and Americans with ties abroad.
Learn more →03Funding education without derailing retirement, coordinated with your tax picture.
Learn more →Houston is home, but we work virtually with clients across the United States and abroad.
Why Mercer Street
A founding principle of the AICPA Statement on Standards in Personal Financial Planning Services and the CPA Code of Professional Conduct is to "always act in the best interest of the client."
As a fee-only financial advisor in Houston, we are fiduciaries. We state our fees clearly and upfront, we do not accept commissions, and we do not sell products. Our pricing is set up to be fair, logical, and transparent, so our interests stay aligned with yours.
Insights
How 100% bonus depreciation and the $2.56 million Section 179 limit work in 2026, the placed-in-service deadline, vehicle rules, and when buying doesn't pay.
The 2026 gift tax rules in plain English: the $19,000 annual exclusion, the $15 million lifetime exemption, 529 superfunding, tuition gifts and Form 709.
Should you pick an HSA-eligible health plan for 2027? New HSA limits, the 2026 law changes, payroll tax savings and when a PPO still makes more sense.
Comprehensive plans are $5,000, implementation is $450 per hour, and there are no asset minimums or commissions.
