search

Meridian Wealth Advisors Review

Trusted

computer Visit Site phone 505-828-2220 account_balance $70.6 million

Meridian Wealth Advisors, registered in 2006, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. Meridian Wealth Advisors manages $70.6 million and provides investment advisory services for 66 clients (1:66 advisor/client ratio).



Firm Information


As a financial advisory firm, also known as a Registered Investment Advisor (RIA), Meridian Wealth Advisors can provide a variety of financial planning services for Americans. The goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.

Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.

Summary Firm
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 23
Minimum Investment $600,000
Average Client Balance $1,069,061
Total AUM $70.6 million
Advisor / Client Ratio 1:66
Languages Offered English
Specialities Retirees, Retirement Planning, Tax Planning, Charitable Giving
Website Visit Site
Phone Number 505-828-2220
Headquarters Albuquerque, NM
SEC Filings View SEC IAPD CRD #140991



Disciplinary History


An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans.

As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Meridian Wealth Advisors:




Cost


Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response.

Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown. Reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation") is another option, albeit more time-intensive and nuanced (trust us, we have read thousands).

AUM fees range from 0.25%-1.00% depending on account balance. Please contact us for more details.

Disclosure Firm
12B-1 Fees No
Attorney Conflict No
Broker-Dealer Conflict No
Performance-Based Fees No
Commissions Conflict No
Insurance Agent Conflict - Affiliation No
Insurance Agent Conflict - Firm No
Non-Secure Website No
Private Investment Management No
Proprietary Products No
Side-by-Side Management No
Soft-dollar Arrangements No
Trades Recommended Securities No

Investment Philosophy


A comprehensive financial plan is the foundation upon which each client's investment strategy is built and maintained. Each client's investment plan establishes allowable investments, their allocations and account locations, and the parameters for their subsequent rebalancing. The investment risk taken should be aligned with each investor's need, ability and capacity for taking investment risk.



Financial Professionals

FAQs






Was this page helpful?

Yes or No



This automated report was generated using SEC and FINRA data and was last updated on July 1st, 2020*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.


*SEC data last verified 07/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


contact_supportSupport