Meira Wealth fees and pricing

Financial planner in Coral Gables, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Meira Wealth charges a flat or project fee of $2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $2,000; “Our minimum financial planning fee is $2,000.”

Payment and refund terms, quoted from the fee section of the brochure.

“The client will incur a pro-rata charge for services rendered prior to the termination of the agreement.”
“If there are pre-paid advisory fees that we have not yet earned, the client will receive a prorated refund of those fees.”
“Generally, our annual Investment Management fee is billed and payable quarterly in advance based on the gross value of a client account on the last business day of the previous quarter.”

Its flat or project fee of $2,000 is below the Florida median of $4,900. 22% of the 320 other Florida planners that publish a flat or project fee charge less.
1 of the 6 other planners in Coral Gables that publish a flat or project fee charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 179
Employees: 6
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $317,822,212
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 108648
Website: meirawealth.com (opens in new tab)
Phone: (305) 670-4440

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.