Disclosures

Merino Wealth Management is a fee-only registered investment advisor. We act as a fiduciary to our clients at all times. We are compensated solely by client fees disclosed in our advisory agreement. We do not accept commissions, referral fees, kickbacks, or revenue-sharing arrangements from product providers.

Our current Form ADV Part 2A (brochure), Part 2B (brochure supplement), and Form CRS (Client Relationship Summary) will be linked here once filed. Clients and prospective clients may also request copies by email.

CRD number: pending publication.

Merino Wealth Management is registered as an investment advisor in Illinois, California, and Georgia. We may only transact advisory business in states where we are registered or where an exemption from registration applies.

The content on merinowealth.com is for informational purposes only and does not constitute personalized investment, tax, or legal advice. Equity compensation scenarios, tax tables, and example figures are illustrative. Your own situation may differ. Consult a qualified professional before acting on anything you read here.

Past performance does not guarantee future results. Client outcomes depend on individual circumstances, market conditions, tax treatment, and factors outside our control. Client testimonials, when added to this site in the future, will comply with applicable SEC marketing rules, including required disclosures.

Information you submit through the intake form on this site is transmitted over HTTPS, written to our customer-record system, and retained as required by our regulators. See our Privacy Policy for the full data-handling description.

Jessica Merino, CFP — Founder & Lead Advisor
hello@merinowealth.com