Derek Merkler is a CFP-designated registered investment advisor at Nectarine, based in Georgetown, KY, with 9 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,210 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Nectarine Financial offers ongoing financial planning services for a flat fee ranging from $100 to $3,000 per quarter. This includes guidance on budgeting, goal setting, investment guidance, retirement planning, insurance, debt reduction, estate planning, employer benefits, and email access to the advisor.
Nectarine Financial offers the following services:
- Hourly Services: Professional advice regarding specific financial planning topics for an hourly rate generally less than $500 per one-hour session.
- Plan Services: A thorough analysis of your financial life pursuant to a multi-week engagement for a one-time flat fee that is generally less than $10,000. This includes face-to-face meetings, document review, expert planning and analysis, implementation help, email support, and a custom financial plan.
Location
Georgetown, KY
Get directionsHistory
Regulatory History (1)
Regulatory
September 2021Other Business Activities
Derek is a member/manager of Trophy Point Thoroughbreds, LLC, a thoroughbred horse breeding and racing operation, dedicating about 10% of his time. He is also a member/manager of Trophy Point Financial Planning LLC, providing bookkeeping and tax preparation services, dedicating a few hours per week.
Employment History
Current Registrations
Nectarine
Xypn Invest
Previous Registrations
Trophy Point Financial Planning LLC
Parsonex Advisory Services, 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.