FIM Group
Mercer Advisors is a US national, privately held SEC-registered investment adviser delivering family-office-style wealth management — financial planning, investment management, tax, estate, insurance, and trustee services — through 430+ advisors across five US regions, serving HNW/UHNW individuals, business owners, executives, and specialty personas.
- Company typePrivate
- Founded2006
- HeadquartersTraverse City, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What FIM Group does
Mercer Advisors, Inc. is a US-based, privately held wealth management firm operating as a national SEC registered investment adviser through a multi-entity structure that includes Mercer Global Advisors, Inc., Mercer Advisors Private Asset Management, Inc., Mercer Advisors Tax Services LLC, Heim, Young and Associates, Inc. (a FINRA/SIPC broker-dealer operating as MA Brokerage Solutions), and Mercer Advisors Insurance Services LLC. The firm delivers comprehensive family-office-style wealth management built around a unified in-house team of planners, investors, accountants, and estate specialists, with institutional-grade portfolio management provided by 100+ investment professionals. More than 430 advisors serve clients across all five major US regions (Northeast, Midwest, Southeast, Southwest, West) with a regional office network spanning roughly 40 markets, including the Traverse City, Michigan office at 310 West Front Street, Suite 308.
The product surface spans six core solutions — financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, and trustee services — plus specialty practices covering retirement planning (planning/living/relocating), business retirement plans, endowment and foundation services, family and health situations, women and wealth, work and business transitions, unique assets (e.g., concentrated stock), and professional niches (physicians, corporate executives, business owners, airline pilots, federal employees, dentists, professional athletes, tech founders and professionals, higher education, and creative professionals). The commercial model is subscription/recurring, asset-based fee pricing tiered from below $500,000 to $25 million+ in investable assets, billed annually, with quote-based custom pricing by client situation.
The go-to-market combines enterprise-style field sales (white-glove advisory relationships via a dedicated advisor directory and direct phone/contact-form intake at 888.920.1320) with top-of-funnel content marketing (a knowledge center, monthly Wealth Point newsletter, Market Perspectives podcast with Don Calcagni, webinars, and an active presence on LinkedIn, Facebook, and Instagram), plus a referral program for client referrals. Customer segments are diversified across HNW/UHNW individuals, business owners, corporate executives, pre-retirees/retirees, and women & wealth personas, with no public revenue, AUM, or growth-rate disclosure available in the source materials.
FIM Group firmographics
Firmographics- Name
- FIM Group
- Legal name
- Mercer Advisors, Inc.
- Website
- https://fimg.net
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Mercer Advisors is a US national, privately held SEC-registered investment adviser delivering family-office-style wealth management — financial planning, investment management, tax, estate, insurance, and trustee services — through 430+ advisors across five US regions, serving HNW/UHNW individuals, business owners, executives, and specialty personas.
- Ownership category
- akta.pro rank
FIM Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Private Banking & UHNW Wealth Advisory (FSAEABAC), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where FIM Group is headquartered
LocationHeadquarters
- HQ city
- Traverse City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
FIM Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory and Wealth Management Fees: Mercer Advisors operates as an SEC registered investment adviser providing investment advisory and family office services. Revenue is generated through advisory fees for financial planning, investment management, tax planning, estate planning, insurance solutions, and trustee services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Assets-based pricing tiers from mass affluent to ultra-high-net-worth |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
FIM Group product offering
Product offeringCore offering
Mercer Advisors operates as an SEC registered investment adviser delivering comprehensive wealth management through a family office structure. The firm unifies financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services into a single integrated offering, supported by an in-house team of planners, investors, accountants, and estate specialists. It serves high-net-worth individuals, families, business owners, corporate executives, and select institutional clients such as endowments and foundations across the United States.
Product overview
Mercer Advisors offers comprehensive wealth management through a family office structure, integrating financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services into one unified offering. The company provides both core solutions (Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services) and specialty solutions targeting specific demographics and needs including retirement planning, family and health situations, professional niches (physicians, executives, business owners, airline pilots, federal employees, etc.), women and wealth, work and business transitions, and unique assets.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Office Services Comprehensive wealth management delivered through a family office structure that unifies financial planning, investment management, tax, estate, insurance, and trustee services into one integrated offering for high-net-worth individuals and families.
- Financial Planning
- Tax Planning and Preparation
- Investment Management
- Estate Planning
- Insurance Solutions
- Trustee Services
- Retirement Planning
- Business Retirement Plans
- Endowment and Foundation Services
Companies that use FIM Group
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles4 records
FIM Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
FIM Group partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights5 records
FIM Group competitors and assessment
Company assessmentDirect peers
- Creative Planning: Large national RIA offering fee-only financial planning and investment management to HNW/UHNW households across the U.S. — directly comparable in scale, family-office-style integration, and nationwide advisor network.
- Mariner Wealth Advisors: National RIA providing comprehensive wealth advisory, investment, tax, and estate services to HNW clients. Operates with the same integrated family-office delivery model and aggressive M&A-driven growth strategy.
- Edelman Financial Engines: Scaled national RIA combining the legacy Edelman Financial planning-led model with Financial Engines' workplace retirement advisory — comparable mass-affluent through HNW focus and integrated planning capabilities.
- Cresset: Multi-family office and RIA serving UHNW families with concierge wealth planning, investment management, and family office services — overlapping strongly with Mercer's specialty verticals and white-glove value proposition.
- Wealth Enhancement Group: Acquisitive national RIA providing holistic planning, investment, and tax services — comparable integrated offering and rollup-based growth model targeting similar HNW segments across U.S. regions.
Broad incumbents
- Goldman Sachs Personal Financial Management: Bulge-bracket wealth platform offering investment advisory, credit, and banking to mass-affluent and HNW clients through workplace and direct channels — broader suite but overlapping customer base with Mercer's wealth management offering.
- Charles Schwab Wealth Advisory: Large custodian-embedded RIA serving mass-affluent to UHNW clients with discretionary and advisory portfolios — comparable investment-management service at lower fee points, plus custody scale Mercer does not have.
- Fidelity Wealth Services: Custodian-affiliated wealth platform offering goal-based advisory, financial planning, and managed portfolios — directly competes for mass-affluent and HNW clients, with brand and technology scale Mercer does not possess.
- Vanguard Personal Advisor: Low-cost advisor-led hybrid wealth service from Vanguard targeting mass-affluent investors — pressures Mercer's lower-tier pricing and brings significant brand and scale advantages to the entry-level RIA segment.
Emerging players
- Cresset Partners (advisor M&A peer): Regional and emerging RIAs rolling up advisor teams represent both acquisition targets and growing competitive threats with similar wealth-management service models concentrated in specific U.S. markets.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
FIM Group social profiles
Digital presenceFIM Group compliance and trust
Trust signalCompliance2 records
FIM Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
FIM Group leadership team
Management profileNumber of profiles
FIM Group subsidiaries and ownership
Company hierarchySubsidiaries5 records
FIM Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FIM Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about FIM Group
What does FIM Group do?
Mercer Advisors operates as an SEC registered investment adviser delivering comprehensive wealth management through a family office structure. The firm unifies financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services into a single integrated offering, supported by an in-house team of planners, investors, accountants, and estate specialists. It serves high-net-worth individuals, families, business owners, corporate executives, and select institutional clients such as endowments and foundations across the United States.
Is FIM Group a public or private company?
FIM Group is a private company. It is classified as unknown and is currently operating.
When was FIM Group founded?
FIM Group was founded in 2006. It employs 11 to 50 people.
Where is FIM Group based?
FIM Group is headquartered in Traverse City, United States, in the North America region.
How does FIM Group make money?
One revenue line is on record: investment Advisory and Wealth Management Fees.
Who are FIM Group's main competitors?
Direct peers on record are Creative Planning, Mariner Wealth Advisors, Edelman Financial Engines, Cresset and Wealth Enhancement Group. Broad incumbents are Goldman Sachs Personal Financial Management, Charles Schwab Wealth Advisory, Fidelity Wealth Services and Vanguard Personal Advisor. Cresset Partners (advisor M&A peer) is listed as an emerging player.
Does FIM Group have an API?
No public API is recorded for FIM Group.
What industry is FIM Group in?
FIM Group's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.