Shawn Michael Mercer
Advisor at Wealth Watch Advisors, Inc — Wichita, KS
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.
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.
Credentials
Series 65
Experience Industry experience
11 years
Location
Wichita, KS 67202
Wealth Watch Advisors, Inc
Multi-team
Shawn Mercer is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Wealth Watch Advisors, Inc and has held prior roles at AE Wealth Management, Advisersource.com, and Jolliffe Capital. Mercer also owns Mercer Financial Group DBA Your Insurance Company, Inc., where he is involved in insurance sales and services. Wealth Watch Advisors serves a diverse clientele including individuals, institutional clients, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical investment strategies, offering portfolio management, financial planning, and access to alternative private placements for eligible investors.
Based on Wealth Watch Advisors, Inc
Based on Wealth Watch Advisors, Inc
Financial planning fixed fees typically range from $250 to $5,000 depending on complexity
$0+: 0.77% minimum to 1.95% maximum annually (standard accounts) $0+: 1.52% minimum to 2.52% maximum annually (Howard Capital Management Ultra Aggressive model) $0+: 1.02% minimum to 2.02% maximum annually (ZEGA Financial option trading models) $0+: 0.50% minimum to 1.25% maximum annually (GrayStreet Drilling Fund II, LLC accounts) $0+: 0.50% minimum to 1.25% maximum annually (Aphorio Carter Critical Infrastructure Fund II, LLC accounts)
Commission-based compensation for sale of insurance products by registered representatives
Hourly financial planning fees typically between $100 and $300
Fee-only: Financial Planning Fixed Fees: $250 to $5,000; Hourly Fees: $100 to $300 per hour, maximum $5,000 annually for financial planning services
Wichita, KS
801 East Douglas Avenue, Second Floor, Suite 723
Wichita KS 67202
Advisors at this office
1
Kansas
11 years of industry experience
Wealth Watch Advisors, INC
2026 - Present • 1 year
Englewood, CO
AE Wealth Management, LLC
2019 - 2021 • 2 years
Topeka, KS
Advisersource.com LLC
2017 - 2018 • 1 year
Denver, CO
Jolliffe Capital, Inc.
2008 - 2018 • 10 years
Glendale, CO
Mercer Financial Group DBA Your Insurance Company, Inc.
2001 - Present • 25 years
Golden, CO
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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