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Meridian Wealth Advisors Review

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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).



Disciplinary Questions


After checking the disciplinary records of Meridian Wealth Advisors, our system found no disciplinary questions to ask. Checks take place monthly.


Conflict Questions


After checking the regulatory records of Meridian Wealth Advisors, our system found no conflict questions to ask. Checks take place monthly.



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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
Minimum Investment $600,000
Average Client Balance $1,069,061
Total AUM $70.6 million
Fee Range AUM fees range from 0.25%-1.00% depending on account balance. Please contact us for more details.
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
Locations See locations
Facebook Facebook page unknown
Twitter Twitter handle unknown
LinkedIn Visit Profile
SEC Filings View SEC IAPD CRD #140991

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.




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 and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation").


View Fee Disclosures




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Other Firms


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This automated report was generated using SEC and FINRA data and was last updated on August 12th, 2020*. For data support, email "support@investor.com". Views: 360 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.


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