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Zachary Austin Reynolds

Advisor at Mercer Global Advisors Inc. — Telluride, CO

Updated today

Credentials

CFA®

Experience

8 years

Location

Telluride, CO

Mercer Global Advisors Inc. logo

Mercer Global Advisors Inc.

Enterprise

Total advisors

742

Across 248 offices

Clients per advisor

47 Low

Avg AUM per client

$2,214,259 Very High

HNW client ratio

53% Very High

About

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.

Client services

Based on Mercer Global Advisors Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Trust services, estate planning, consultation

Expertise

Based on Mercer Global Advisors Inc.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Mercer Global Advisors Inc.

Founder/Business Owner Executive Retired

Demographic focus

Based on Mercer Global Advisors Inc.

Women Professionals Established Professionals

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Fee options

Fixed

Additional or extraordinary services fees may be charged separately; estate planning document preparation via ASLG may incur additional fees

Percentage

$0 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 1.00%

Project-based

Financial planning-only services invoiced quarterly in advance; fees vary depending on complexity; tax preparation services available at negotiated rates

Other

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

Location

See office

Telluride, CO

Telluride CO

Advisors at this office

1

Most active in

Colorado · Oklahoma

Work history

8 years of industry experience

Mercer Global Advisors Inc.

2025 - Present • 1 year

Telluride, CO

Full Sail Capital

2018 - 2025 • 7 years

Oklahoma City, OK

Trust Company of Oklahoma

2012 - 2018 • 6 years

Oklahoma City, OK

Disclosures

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

Business activities & affiliations

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John B

Series 66

Telluride, CO

Cornet Capital LLC

John Blanks is the sole advisor at Cornet Capital LLC in Telluride, Colorado, holding a Series 66 designation with 22 years of industry experience. He has led Cornet Capital since 2011. Cornet Capital provides financial advice and project-based planning to individuals, charitable organizations, and businesses, focusing on retirement, estate planning, wealth preservation, and investment selection. The firm employs a consultative and analytical approach across various investment types and operates on an advice-only basis without discretionary trading authority or asset custody.

General retirement planning
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Richard L

CFA®, Series 63

Telluride, CO

Frontier Advisors, LLC

Richard Lesan is a CFA® charterholder with 16 years of experience in the financial industry. He has been the sole advisor at Frontier Advisors, LLC since 2009. Frontier Advisors, LLC provides discretionary, fee-only investment management and long-range financial planning to individuals, small businesses, and small institutional clients, including 501(c)(3) organizations and fiduciary investment advisory services for 401(k)/profit-sharing plans. The firm’s investment approach emphasizes long-term, macro-focused research, disciplined asset allocation, and risk management, utilizing low-turnover, indexed ETFs and other liquid instruments.

Passive / index investing Retired
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Dylan B

CFP®, Series 66

Telluride, CO

BFC PLANNING, Inc.

Dylan Brooks is a CFP® with 23 years of industry experience, currently serving at BFC PLANNING, Inc. He has held previous roles at Mutual Advisors, LLC, Mutual Securities Inc., and Equitable Advisors. Brooks owns an independent insurance agency focused on health, disability, and life insurance and serves on the board of the Telluride Repertory Theatre, a local nonprofit organization. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and employs a variety of investment approaches through an extensive network of independent advisers.

Concentrated stock management Options & derivatives strategies Real estate investing
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Caryn B

Series 66

Telluride, CO

Prospera Financial Services, inc.

Caryn Borden is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. She has held positions at Fullcircle Wealth LLC, Triad Advisors LLC, and Invest Financial Corporation prior to joining Prospera in 2016. Borden serves as a board member for the Ski Ranches Homeowners Association and volunteers with the Telski/Telluride Resort Store, supporting local ski-related activities. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through financial planning, portfolio management, and access to various advisory platforms and programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Andrea S

CFP®, Series 66

Telluride, CO

Farther

Andrea Stackland Winterer is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Farther since 2025. She previously worked for Commonwealth Financial Network for 16 years. Outside of her advisory role, she owns E3 Financial Planning, LLC, which includes securities, financial planning, and insurance services, and she is also an independent insurance agent. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings, offering discretionary investment management and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, utilizing bespoke and algorithmic model portfolios with automatic rebalancing and a focus on ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Christopher S

Series 66

Telluride, CO

J.P. Morgan Securities

Christopher Sabella is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2018. Prior to that, he worked at Sagome LLC from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Wealth management Executive Founder/Business Owner
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