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.
Flat fee for a personalized plan.
Putting the plan into action with you.
2-hour ($1,200) minimum.
Keep your accounts where they are.
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
A practical 2026 year-end tax checklist for Houston families and business owners: income timing, 401(k) and Roth moves, RMDs and QCDs, charitable giving under the new rules, and more.
When selling a business, one of the biggest issues to negotiate is whether the transaction will be structured as an asset sale or a stock sale.
Do I need a family office? The answer depends on your financial situation, the complexity of your assets, and the amount of coordination required to manage your family's financial life.
Comprehensive plans are $5,000, implementation is $450 per hour, and there are no asset minimums or commissions.
