Steven Wykoff is a CFP-designated registered investment advisor at Mersereau, Lazenby & Rockas, L.L.C., based in Suwanee, GA, with 20 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 122 clients with $77M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K+ | 0.75% |
Fees are negotiable. Current client relationships may exist where the fees are lower than the fee schedule shown above.
Fee Estimator
Contact
Steven Wykoff
Location
3469 Lawrenceville Suwanee Rd., Suite B, Suwanee, GA, 30024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mersereau, Lazenby & Rockas, L.L.C.
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
MLR Financial Partners is a fee-only financial planner in Suwanee, GA, serving clients across northeast metro Atlanta including Suwanee, Duluth, Sugar Hill, Buford, Dacula, Flowery Branch, and Braselton. MLR Financial Partners specializes in financial planning, retirement planning, investment management, and tax preparation.