Mersereau, Lazenby & Rockas, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mersereau, Lazenby & Rockas, LLC serves individuals, trusts, profit-sharing plans, estates and businesses, providing financial planning and discretionary investment management alongside tax, auditing, and accounting services. The firm describes itself as a fee-only advisor that does not accept commissions or sell commissioned products.
The firm typically implements client strategies through a strategic, globally diversified asset allocation using passive and actively managed funds, ETFs and individual securities, and conducts periodic account reviews at least quarterly. It generally manages accounts under discretionary authority with trades executed through qualified custodians and maintains written engagement agreements that document client goals and services.
What is uncommon about this firm for its peer group is its practice as a full-service CPA firm that performs tax preparation, auditing and other accounting work in addition to investment advice, and its advisory staff hold CPA, CFP and NAPFA-related credentials required by the firm’s standards. The firm also provides integrated planning deliverables such as net worth statements that include approximations for illiquid assets and makes clear proxy voting is left to clients unless voting assistance is requested.
Client services
Expertise
Fee options
Financial plan fees based on complexity; fees negotiable
$0 - $100,000: 1.00% $100,001 - $250,000: 0.90% $250,001 - $500,000: 0.80% $500,001+: 0.75%
Financial planning engagements billed hourly; Tax preparation billed at $150-$200 per hour with minimum $550 fee
Account minimum: $250,000 Fee-only: Fee-only financial planning and investment management; no commissions or third-party compensation
Main office
3469 Lawrenceville Suwanee Rd, Ste B
Suwanee GA 30024
Advisors at this office
3
Most active in
Georgia · Montana
Also doing business as
Mersereau & Lazenby, L.L.C. · Mersereau, Lazenby & Rockas, L.L.C. · Mlr Financial Partners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Steven W
CFP®, Series 66
Suwanee, GA
Mersereau, Lazenby & Rockas, L.L.C.
Steven Wykoff is a CFP® with 20 years of industry experience and has been with Mersereau, Lazenby & Rockas, L.L.C. since 2005. He holds the Series 66 designation and is based in Suwanee, GA. Mersereau, Lazenby & Rockas, L.L.C. provides personalized financial planning and investment management to individuals, trusts, profit-sharing plans, estates, and business clients, managing approximately $76.6 million in client assets. The firm combines investment advisory services with tax, auditing, and accounting capabilities, utilizing goal-based, globally diversified strategies with both passive and active investments.
Laura R
CFP®
Suwanee, GA
Mersereau, Lazenby & Rockas, L.L.C.
Laura Rockas is a CFP® professional with 7 years of industry experience. She has been with Mersereau, Lazenby & Rockas, L.L.C. since 2003. Mersereau, Lazenby & Rockas, L.L.C. provides personalized financial planning and investment management to individuals, trusts, profit-sharing plans, estates, and business clients. The firm offers a combination of tax, auditing, accounting, and advisory services, implementing goal-based strategies with a focus on globally diversified asset allocation.
Timothy M
ChFC®
Suwanee, GA
Mersereau, Lazenby & Rockas, L.L.C.
Timothy Mersereau is a ChFC® with 23 years of industry experience. He has been with Mersereau & Lazenby, LLC since 1994. Mersereau, Lazenby & Rockas, LLC serves individuals, trusts, profit-sharing plans, estates, and businesses by providing financial planning and discretionary investment management along with tax, auditing, and accounting services. The firm operates as a fee-only advisor offering integrated planning and typically implements strategies through a globally diversified asset allocation using both passive and actively managed funds.
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