Advisor at Mercantile Advisors, LLC
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.
Firm
Mercantile Advisors, LLC
Location
Alexandria, VA
Credentials
CFP®, Series 63, Series 65
Industry experience
16 years
Jeffrey Stouffer is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Mercantile Advisors, LLC since 2013. He previously worked at Kingsview Financial and Kingsview Asset Management. Mercantile Advisors provides personalized financial planning and investment management services to individuals, other advisors, and small businesses. The firm offers a broad range of products and services including retirement, tax, estate, and cash-flow planning, fixed insurance and annuity products, and managed commodity futures advisory services, operating with a unique combination of registrations as an RIA, insurance agency, and Commodity Trading Advisor.
Based on Mercantile Advisors, LLC
Based on Mercantile Advisors, LLC
Financial plans may be charged as fixed fees ranging from $250 to $2,500
$0 - $250,000: 1.50% $250,000 - $500,000: 1.35% $500,000 - $750,000: 1.20% $750,000 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 1.00% flat fee without options agreement $5,000,000+: 0.75% flat fee without options agreement $0 - $1,000,000: 2.0% flat fee on all assets with options agreement $1,000,000 - $5,000,000: 1.25% flat fee with options agreement $5,000,000+: 1.00% flat fee with options agreement
Commissions may be received for selling managed commodity futures trading accounts and fixed insurance products by licensed IARs
Hourly charges negotiable, ranging from $75 to $150 per hour
Account minimum: $25,000 Fee-only: Financial planning fee range $250 to $2,500 (negotiable); hourly rates $75 to $150 per hour (negotiable)
Alexandria, VA
Texas · Virginia
Mercantile Advisors, LLC
2013 - Present (13 years)
Kingsview Financial
2012 - 2016 (4 years)
Kingsview Asset Manangement
2010 - 2016 (6 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
Series 63, Series 65
Washington, DC
SHB Advisors
Series 65
Vienna, VA
Solution Factory, LLC
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