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Merkle Retirement Planning

Updated today

Total assets under management

$568,827,090

Total clients

1,015

28% high-net worth

Total advisors

13

of 30 employees

Firm size

Multi Team

Average clients per advisor

78

Average account size

$560,421

About

Merkle Retirement Planning provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, and business entities, and conducts portfolio management on a discretionary basis. The firm’s brochure describes services that include tailored financial planning, model‑portfolio solutions, direct asset management, educational workshops, and periodic performance reporting.

The firm emphasizes asset allocation and model‑driven portfolio management, implementing strategies through model portfolios developed internally, by AE WealthManagement, LLC (AEWM), or by third‑party managers on the AEWM platform. Merkle notes discretionary authority to implement and rebalance selected models, and its disclosure discusses analytic approaches ranging from strategic asset allocation to tactical shifts and direct indexing where appropriate.

Noteworthy distinctions disclosed in the brochure include the firm’s publication of periodicals/newsletter‑style materials and the use of client testimonials in advertising—practices the firm documents alongside more typical marketing and workshop activity. The brochure also highlights an affiliated insurance agency (MRPInsurance, LLC), tax preparation affiliate (Merkle Tax Solutions, LLC), and relationships with AEWM and AdvisorsExcel, creating an advisory model that combines model portfolio implementation with insurance and tax service channels and the attendant conflicts the firm discloses.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

General retirement planning Annuities Tax-loss harvesting

Fee options

Fixed

Fixed fee financial planning and consulting services based on scope and complexity; fees outlined in agreement; up to $1,200 max advance payment.

Commissions

Insurance products sold through affiliated insurance agency generate commissions; commission rates vary by product and insurer.

Project-based

Hourly financial planning and consulting fees vary by client, services, and IAR; advance retainer up to $1,200 may be required.

Other

Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly rates vary by IAR and engagement, fixed fees depend on scope and complexity, up to $1,200 maximum advance payment allowed.

Main office location

Merkle Retirement Planning

1860 Se Princeton Dr

Grimes IA 50111, United States

Number of offices

1

Most active in

Arizona · California · Florida · Illinois · Iowa · Minnesota · Missouri · Nebraska · North Carolina · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Loren M

CFP®, Series 63

Grimes, IA

Merkle Retirement Planning

General retirement planning Annuities Tax-loss harvesting
user avatar

Haley D

Series 65

Grimes, IA

Merkle Retirement Planning

General retirement planning Annuities Tax-loss harvesting
user avatar

Melissa G

Series 65

Grimes, IA

Merkle Retirement Planning

General retirement planning Annuities Tax-loss harvesting
user avatar

Chawn H

Series 66

Grimes, IA

Merkle Retirement Planning

General retirement planning Annuities Tax-loss harvesting
user avatar

Allyson M

Series 65

Grimes, IA

Merkle Retirement Planning

General retirement planning Annuities Tax-loss harvesting
user avatar

Brady A

Series 65

Grimes, IA

Merkle Retirement Planning

General retirement planning Annuities Tax-loss harvesting
user avatar

Ryan B

Series 65

Grimes, IA

Merkle Retirement Planning

General retirement planning Annuities Tax-loss harvesting
user avatar

Clint H

Series 65

Grimes, IA

Merkle Retirement Planning

General retirement planning Annuities Tax-loss harvesting
user avatar

Jeremy L

Series 63, Series 65

Grimes, IA

Merkle Retirement Planning

General retirement planning Annuities Tax-loss harvesting
user avatar

Katharine B

Series 65

Grimes, IA

Merkle Retirement Planning

General retirement planning Annuities Tax-loss harvesting
user avatar

Alisha M

Series 65

Grimes, IA

Merkle Retirement Planning

General retirement planning Annuities Tax-loss harvesting
user avatar

Kailey H

Series 65

Grimes, IA

Merkle Retirement Planning

General retirement planning Annuities Tax-loss harvesting
user avatar

Stacey P

Series 63, Series 65

Grimes, IA

Merkle Retirement Planning

General retirement planning Annuities Tax-loss harvesting
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