CG
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
57 advisors
Number of Clients
3,961 clients
Average Client Portfolio
$981K average
Assets Under Management
$3.9B
Fee Structure
Minimum Investment:None
Financial Plan Fee:$250 - $500
Hourly Rate:Up to $350/hr
Meridian charges fees based on a percentage of assets under management, hourly rates (not to exceed $350/hour), or flat fees ($250-$500 per month or quarter) for financial planning and consulting. AUM fees are negotiable. The exact fee will be stated in the Investment Management Agreement. Fees may be waived or offset for clients engaging in portfolio management or other investment management services.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingInsurance PlanningHigh Net Worth
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Advisor Information
Office location
7047 E. Greenway Pkwy, Scottsdale, AZ, 85254
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Meridian Wealth Management, LLC
September 2023 - Present · 2 yrs 4 mos
Previous Registrations
Goldman Sachs & CO. LLC Broker
October 2022 - October 2023 · 1 yr
Goldman Sachs Personal Financial Management
July 2022 - October 2023 · 1 yr 3 mos
Vanguard Advisers, INC.
October 2012 - May 2022 · 9 yrs 7 mos
Vanguard Marketing CorporationBroker
August 2008 - May 2022 · 13 yrs 9 mos
State Registrations4 states
AZCAMAWA
Advisor
Exams
No exam information available for this advisor.