Meridian 38 Advisors fees
Financial planner in Weston, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 23, 2026, Meridian 38 Advisors (Weston, FL) charges $200 an hour and a flat or project fee of $2,000-$5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 23, 2026. Fees can change.
- Hourly rate
- $200/hr
Below the Florida median of $300; 10% of the 188 other planners in Florida that publish an hourly rate charge less. The one other planner in Weston charges more.
“For financial planning engagements or consultations billed on an hourly basis, the Firm charges $200 per hour.”
- Flat or project fee
- $2,000-
$5,000 Runs from below the Florida median of $4,200 to above it.
“Fixed / Flat Fee For comprehensive financial planning engagements, the Firm charges a fixed fee ranging from $2,000 to $5,000, depending upon the complexity of the financial plan, the scope of services requested, and the time required to complete the engagement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $100,000 in assets (stated in the brochure)
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Meridian 38 Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Hourly fees are billed upon completion of services or at agreed-upon intervals for longer engagements.”
- “Billing and Payment For hourly and flat-fee engagements, invoices are issued by the Firm and are payable within 30 days of receipt.”
- “For fixed-fee engagements, if the client terminates prior to completion, any retainer paid may be refunded on a pro-rata basis net of hours worked at the hourly rate.”
About Meridian 38 Advisors
- Principal: Jordi Cabral Arias
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Social Security
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 23, 2026
- CRD number
- 342274 (opens in new tab)
- Phone
- (954) 253-4825
Other planners in Weston that publish fees
- RMP Financial, Inc.WestonHourly $250/hr
More planners in Florida that publish fees
- Sagace Wealth ManagementSt. PetersburgHourly $250/hr, Flat $500-$1,000
- Diablo Investment Advisors, LLCPonte VedraHourly $300/hr
- Livingston Financial Planning, Inc.Santa Rosa BeachHourly $325/hr, Quarterly $1,500-$9,950/qtr
- Tower Wealth PlanningSpring HillHourly $200/hr, Flat $500-$8,500
- Spark Wealth AdvisorsJacksonvilleFlat $500-$5,000, Monthly $300-$1,000/mo
- Parable Wealth AdvisorsSt. AugustineFlat $2,500
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.