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Mercer Street Financial 

Financial and Tax Planning for Families with Complex Lives


Get to Know Us

Financial Advisor, Bellaire TX

Financial Planning, Bellaire TX | Mercer Street

Financial Planning and Investment Advice

We offer integrated financial planning services designed specifically for successful business owners, international professionals, and college-bound families with US$2 million or more of investable assets or US$200,000 or more in annual household income. Below are some of the services we offer, either as a limited scope planning engagement, or integrated into one comprehensive financial plan.

  • Life planning - the essential starting point in determining where you want to go and how best to align your finances

  • Tax planning advice - guidance for the tax impact of all life decisions that you make

  • Harnessing your spending so you can travel in comfort and style 

  • Investment and income planning to help you reach your financial goals

  • Ensuring your wealth is passed on as you intend to the people and causes you care deeply about

  • Managing the risks of unforeseen events such as property damage or untimely death

  • Optimizing the benefits you receive from your employer or business

  • Guidance on the best identity protection and cybersecurity practices to protect you and your family

  • Strategies to shield your assets from creditors, litigants, and other financial risks

  • College planning for the ones you love

  • Cross-border planning for non-U.S. persons legally residing in the U.S. and for individuals with U.S. ties living abroad

  • Answers to financial-related questions as they inevitably arise during the course of life, tailored specifically to you

Fees for Services Offered

We are an hourly financial planner.

Comprehensive financial plans, which include implementation support, start at US$10,000.

On-going support past the initial implementation phase is billed at an hourly rate of US$450.

Project-based financial planning is billed at an hourly rate of US$600. Our minimum fee for project-based financial planning is US$1,200 and there is a two-hour minimum.


Who We Work With Best 

Financial Planning for Small Business Owners

Business Owners

International Financial Planning

Professionals with International Lives

Financial Planning for Growing Families

College-bound Families


Houston is home for us, but so long as you have a device that can connect to the internet, we are not bound by geography.

Learn More


Why Work With a CPA Financial Planner?

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,” an exceptionally important factor in selecting a financial planner.

Additionally, as a fee-only financial advisor in Houston, we are fiduciaries who are bound to uphold the highest standard of care in all we do for our clients. We are required to put your interests ahead of our own and always act in your best interest.

We have set up our pricing structure in line with the fiduciary standard. As an hourly financial planner, we state our fees clearly and upfront. We do not accept commissions or sell products. We established our pricing this way to be fair, logical, and transparent; in the spirit of aligning our interests with yours.


Have Additional Questions?

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