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

100 W Main Street, Suite 450, Lexington, KY, 40507

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2022
Settled
Employment History
Current Registrations
Meridian Wealth Management, LLC
April 2025 - Present · 9 mos
Previous Registrations
Northwestern Mutual Investment Services, LLC Broker
July 2020 - June 2024 · 3 yrs 11 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.
Cody R Smith - Financial Advisor | AdvisorDiscover