Meridian Wealth Advisors

Financial Advisor in Austin, TX

Firm Info
Address: 3600 N Capital of Texas Hwy, Austin, TX 78746, USA
Phone: (512) 717-5580

Firm Size
Assets Under Management: $1 billion
# of Advisors: 7
# of Clients: 1,230
Client to Advisor Ratio: 176:1
Average Account Size: $827,462
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Meridian Wealth Advisors, LLC Overview

Meridian Wealth Advisors, LLC is a fee-only registered investment advisory firm that specializes in offering investment advice to both individuals and small businesses. The firm was established in 2016 and has its headquarters located in Austin, Texas. Despite being a relatively new firm, the team at Meridian Wealth Advisors has already established a reputation for providing sound financial advice and portfolio management services to their clients. The firm's fee arrangement is fee-only, meaning that they do not receive any commissions or compensation from third parties for recommending investment products to their clients. This ensures that there is no conflict of interest and that their clients' best interests always come first. Meridian Wealth Advisors offers a range of services including financial planning, portfolio management, and pension consulting services. Their services are designed to help clients achieve their financial goals by providing comprehensive financial advice and investment management services. In addition to their core services, the firm also assists clients in selecting other advisors that may be better suited to their unique investment needs. This approach sets them apart from other investment advisory firms and demonstrates their commitment to providing customized solutions to each of their clients.

MERIDIAN WEALTH ADVISORS, LLC serves a diverse group of clients in the financial industry. The firm caters to individuals looking to secure their financial future, high net worth individuals seeking to maximize their wealth, pension or profit sharing plans, charitable organizations, and other corporations not classified. The firm's team of experienced professionals helps clients navigate the complexities of the financial markets and offers personalized investment strategies to meet their unique needs. In terms of fee structures, MERIDIAN WEALTH ADVISORS, LLC offers various options depending on the services provided. Clients can choose to pay a percentage of assets under management (AUM), which is calculated based on the value of their investments. This fee structure is suitable for clients who want to actively manage their investments and seek to participate in the financial markets. Alternatively, fixed fees are available, which may be more appealing to clients who prefer more passive investment strategies. The firm provides transparent fee structures with no hidden costs or fees, which is a hallmark of their commitment to transparency and professionalism. Overall, MERIDIAN WEALTH ADVISORS, LLC delivers exceptional value to clients, regardless of their financial objectives or preferences.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for MERIDIAN WEALTH ADVISORS, LLC is generally $1,000,000 with a minimum fee of $5,000 to open and maintain an advisory account, as stated in their Part 2 Brochure. However, they do mention that they may waive these minimums at their discretion.

How This Office Can Help Austin, TX Residents

Meridian Wealth Advisors is a financial advisory firm that helps clients in Austin, TX meet their financial goals and plan for a secure future. With a focus on personal financial planning, retirement planning, and investment management, Meridian Wealth Advisors offers customized solutions for individuals and families looking to secure their financial future. There are many specific financial situations that people in Austin, TX might be facing. Local clients might be concerned about planning for retirement, managing their investments, or saving for a child's education. Others might be dealing with debt, managing a small business, or navigating complex tax laws. Whatever their situation, Meridian Wealth Advisors helps clients by providing personalized advice, comprehensive financial planning, and investment management services that are designed to meet their unique needs. By taking a holistic approach to financial planning, Meridian Wealth Advisors is able to help clients achieve their goals and build a secure financial future in Austin, TX.

To view the Minimum Investment and Fee Schedule for Meridian Wealth Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Meridian Wealth Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Meridian Wealth Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 3600 N Capital of Texas Hwy, Austin, TX 78746, USA
Phone (512) 717-5580
Google My Business Reviews:
4 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Meridian Wealth Advisors, LLC is registered to service clients in the following states:

  • California
  • Colorado
  • Louisiana
  • Texas

Disciplinary History

Meridian Wealth Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.