Primeaumayer Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PrimeauMayer Advisors LLC is a registered investment adviser serving individual and high‑net‑worth clients; the firm oversees roughly $49 million in discretionary assets and is operated by two advisors who generally require a $500,000 minimum account (waivers are possible). Services include portfolio management delivered through third‑party sub‑advisers, comprehensive financial planning and consulting, and assistance managing held‑away employer retirement accounts using the Pontera platform.
The firm’s investment approach centers on selecting and allocating to model portfolios managed by third‑party advisers (including arrangements with SEI, Zacks, and The Pacific Financial Group) and matching those models to a client’s risk profile; quantitative and qualitative manager criteria are reviewed on a recurring basis. PrimeauMayer functions primarily as a coordinator and monitor of sub‑advisers—facilitating implementation, reporting, and custody through SEI Private Trust Company—rather than running proprietary investment strategies.
What is noteworthy for a firm of this size is that PrimeauMayer sponsors a wrap‑fee program (further described in its wrap brochure), a practice that is relatively uncommon among supported firms, and it is affiliated with an independently licensed insurance agency (PrimeauMayer Agency, LLC) whose principals earn commission-based compensation for insurance sales, a disclosed conflict of interest. The firm also receives fee‑sharing from certain sub‑advisers for directing client assets to their strategies, a structural detail that may influence adviser selection and is disclosed in the firm’s ADV.
Client services
Expertise
Fee options
Fixed project-based fees billed quarterly in arrears; fixed annual fees from $1,000 to $20,000 billed quarterly in advance
Insurance commissions earned by owners through insurance product sales, separate from advisory fees
$100 to $400 per hour, negotiated between client and firm
Account minimum: $500,000 Minimum fee: $60 annual fee for accounts under $50,000 unless combined managed accounts total $1,000,000 or more (charged quarterly in arrears) Fee-only: Financial planning and consulting fees ranging from $100 to $400 per hour (negotiated), fixed project fees billed quarterly in arrears, and fixed annual fees ranging from $1,000 to $20,000 billed quarterly in advance
Main office
7900 Sudley Road, Suite 806
Manassas VA 20109
Advisors at this office
2
Most active in
Texas · Virginia
Also doing business as
Primeaumayer Advisors LLC · Primeaumayer Financial
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
Advisors at this firm
Mark P
Series 65
Manassas, VA
Primeaumayer Financial
Mark Primeau is a financial advisor at PrimeauMayer Financial with six years of industry experience. He holds a Series 65 designation and has previously worked at Virtue Capital Management and Knights of Columbus Insurance. Outside of his advisory role, Primeau is a managing member of PrimeauMayer Agency LLC, where he assists high-net-worth individuals and business owners with financial analysis and planning unrelated to investments. PrimeauMayer Advisors LLC provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm utilizes model portfolios managed by third-party sub-advisers and offers a wrap-fee program that combines advisory services and trading costs, while also addressing a broad investment universe including alternative asset classes.
Timothy M
Series 65
Manassas, VA
Primeaumayer Financial
Timothy Mayer is a financial advisor at PrimeauMayer Financial with six years of industry experience. He holds a Series 65 designation and has worked at several related entities since 2016, including his own firm, Mayer Practice Limited Liability Company, which provides life and health insurance services. PrimeauMayer Advisors LLC offers investment management and financial planning services to individual and high-net-worth clients. The firm utilizes third-party sub-advisers to manage model portfolios tailored to clients’ risk profiles and administers a wrap-fee program combining advisory services and trading costs.
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