MERRITHEW & THORSTEN, INC.
SEC RegisteredWhat is Your Financial Freedom?
About the firm
Merrithew & Thorsten, Inc. is a fee-only financial planning firm that forms long-term, fiduciary relationships with clients to create, implement, and manage holistic financial plans on an ongoing, proactive basis. The firm is compensated through an annual retainer fee, earns no commissions, and sells no products, eliminating all conflicts of interest.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers retirement planning, estate planning, financial planning, and investment planning. Services are provided on a fee-only basis through an annual retainer, with a holistic approach that integrates investment, tax, estate, and insurance planning.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 71 | $30M |
| High Net Worth Individuals | 54 | $125M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1 to $999,999 | 1.00% |
| Next $1,000,000 to $1,999,999 | 0.75% |
| Above $2,000,000 | 0.50% |
Data as of February 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MERRITHEW & THORSTEN, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.