Advisor at Mercer Global Advisors Inc.
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
Mercer Global Advisors Inc.
Location
Telluride, CO
Credentials
CFA®
Industry experience
8 years
Zachary Reynolds is a CFA® charterholder with eight years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Full Sail Capital and the Trust Company of Oklahoma. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, and separate account solutions.
Based on Mercer Global Advisors Inc.
Based on Mercer Global Advisors Inc.
Based on Mercer Global Advisors Inc.
Additional or extraordinary services fees may be charged separately; estate planning document preparation via ASLG may incur additional fees
$0 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 1.00%
Financial planning-only services invoiced quarterly in advance; fees vary depending on complexity; tax preparation services available at negotiated rates
Account minimum: $1,200 annually for Guided Investing; $6,000 for Wealth Path; $15,000 for Custom Wealth; $75,000 for Ascend Group; $150,000 for Regis ultra-high net worth service offering Minimum fee: Guided Investing: $1,200 annually; Wealth Path: $6,000; Custom Wealth: $15,000; Ascend Group: $75,000; Regis: $150,000 minimum annual advisory fee
Telluride, CO
Colorado · Oklahoma
Mercer Global Advisors Inc.
2025 - Present (1 year)
Full Sail Capital
2018 - 2025 (7 years)
Trust Company of Oklahoma
2012 - 2018 (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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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.
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Farther
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Telluride, CO
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