Gabriel Mercer
Advisor at Smith & Wyatt
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Gabriel Mercer is a financial advisor at Smith & Wyatt with a Series 65 designation and two years of industry experience. He is the owner of Woodrow & High LLC, a small business involved in non-investment related activities, including life insurance sales. Smith & Wyatt provides investment advisory and financial planning services to individual and corporate clients, focusing on discretionary portfolio management and tailored financial plans. The firm employs mutual funds and ETFs in its portfolios and operates six offices, supporting a team-based approach.
Expertise
Based on Smith & Wyatt
General estate planning guidance
Retirement income strategy
Wealth management
Fee options
Financial planning fixed fee (negotiable, varies client to client); estate planning consulting one-time flat fee of $0 to $600 upon signing Client Agreement
0.25% to 1.5% annually (depending on account size and custodian)
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees
$200 per hour for single subject financial planning/general consulting (negotiable)
Fee-only: Fixed fee for financial planning services (negotiable, varies client to client), $200 per hour for single subject consulting services (negotiable)
Location
655 Metro Place South, Suite 100
Dublin, OH 43017
Most active in
Gabriel M has reported serving >5 clients in these states in the last 12 months.
Ohio
Work history
Dugan & Brown LLC
2025 - Present (1 year)
L & W Financial LLC
2025 - Present (1 year)
Woodrow & High LLC
2024 - Present (2 years)
Dugan & Brown
2024 - 2025 (1 year)
Student
2023 - 2024 (1 year)
Unemployed
2021 - 2023 (2 years)
The Crest
2020 - 2021 (1 year)
Condado
2018 - 2020 (2 years)
Student
2015 - 2018 (3 years)
Masseys Pizza
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Nick G
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
Freddie E
Series 66
Columbus, OH
Thomas Everett Investments, LLC
Dennis D
Series 65
Columbus, OH
DBA, Cornerstone Investment Counsel
Andrew F
CFP®, Series 66
Dublin, OH
Ferraro Wealth Management, LLC
Michael S
Series 65
Columbus, OH
Steele Investment Counsel, Ltd.
Joseph F
CFP®, Series 63, Series 65
Worthington, OH
Tricord Wealth Advisors
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