TrueAdvisor
TrueAdvisor
AS
CFA
AS
CFA

Andrew Kurt Schroeder

Merit Financial Advisors
3 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
Merit Financial Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
222 advisors
Number of Clients
14,417 clients
Average Client Portfolio
$734K average
Assets Under Management
$10.6B

Fee Structure

Location

2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Merit Financial Advisors
April 2025 - Present · 10 mos
Previous Registrations
Safeguard Wealth Management
February 2022 - April 2025 · 3 yrs 2 mos
State Registrations2 states
TXWI
Advisor
Exams
No exam information available for this advisor.