Advisor at Finance Wisdom
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.
Jeffrey Mermilliod is a financial advisor at Finance Wisdom with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including 20/20 Capital Management and Ameritas Investment Company. Outside of his advisory role, he serves as a board member for Meals on Wheels New Mexico, providing oversight and strategic leadership. Finance Wisdom is a registered investment adviser serving individuals, families, and small businesses with discretionary portfolio management and financial planning services. The firm employs Modern Portfolio Theory and focuses on diversified, long-term portfolios using low-cost ETFs and mutual funds.
Based on Finance Wisdom
Based on Finance Wisdom
Financial planning fees range from $1,500 to $10,000 for one-time plans
2.00% annually (maximum, negotiable)
Commissions may be received from sale of insurance products
Up to $400 per hour for financial planning (Washington clients)
Ongoing financial planning fees typically between $50 and $400 per month
Edgewood, NM
California · Colorado · Florida · Louisiana · Nevada · New Mexico · Oregon · Texas · Washington
Finance Wisdom LLC
2023 - Present (3 years)
20/20 CAPITAL MANAGEMENT/Prime Capital Investment Advisors, LLC
2020 - 2023 (3 years)
Ameritas Investment Company, LLC
2020 - 2021 (1 year)
Finity Group/Cambridge Investment Research, Inc.
2017 - 2020 (3 years)
Waddell & Reed, Inc.
2016 - 2016 (1 year)
US Air Force Reserve
2010 - 2023 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
