Hourly · Fee-only · Houston, TX
Mercer Street is an hourly, fee-only planning firm led by a CPA/PFS and CFP®. Bring the questions and decisions in front of you, whether they're about your taxes, investments, business or estate, and we'll work through them together. 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. See what an engagement looks like in three case studies →
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
Most credit card rewards aren't taxable because the IRS treats them as discounts. Learn the exceptions: no-spend bonuses, business cards and the $2,000 1099 rule.
The IRS minimum rates for family loans rose in November 2026. Learn the AFR for your loan term, the $10,000 and $100,000 rules, and how to document the note.
The IRS moved many deadlines to Feb. 1, 2027 for Harris, Fort Bend and 60 other Texas counties. See what moved for your business, what didn't and what to do.
Planning, tax and investment advice is $600 per hour with a 2-hour minimum, and the 20-minute fit meeting is free. No asset minimums or commissions.
