Meridian Financial Advisors, LLC fees
Financial planner in Holliston, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated October 19, 2026, Meridian Financial Advisors, LLC (Holliston, MA) charges a flat or project fee of $4,000-$10,000 for financial planning.
- Website: meridianfinancial.net (opens in new tab)
- Call (508) 429-2600
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 19, 2026. Fees can change.
- Flat or project fee
- $4,000-
$10,000 Runs from below the Massachusetts median of $5,375 to above it.
“Financial Planning fees will be charged as follows: Fees will typically range from $4,000 to $10,000 depending on the nature and complexity of each Client’s circumstances.”
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
- None stated in the brochure
- Team size
- 5 employees
How Meridian Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This Fee will be charged quarterly in advance and in certain instances, monthly in advance.”
- “The Fee will be assessed and payable each billing period, in advance, based on the balance of Client’s managed assets as of the prior quarter-end, in accordance with the fee schedule listed in Exhibit A of the IAA.”
- “If we only manage your assets for part of a quarter, the charge will be prorated.”
About Meridian Financial Advisors, LLC
- Founded: 1990 (36 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 178
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $309 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of October 19, 2026
- CRD number
- 119679 (opens in new tab)
- Phone
- (508) 429-2600
Registered or notice filed in 5 states: Connecticut, Florida, Massachusetts, New Hampshire, Texas
Other planners in Holliston that publish fees
- Main Effort Financial, Inc.HollistonHourly up to $300/hr
More planners in Massachusetts that publish fees
- Act 2 PlanningWinchesterFlat $100-$500
- Family Fiduciary Services, Inc.BeverlyFlat $2,500-$5,000
- Choate Investment AdvisorsBostonFlat $1,000-$2,500
- Demers Financial PlanningNorth AndoverAnnual from $10,000/yr
- Timbuktu Capital Management, LLCBostonHourly $250-$385/hr, Flat $1,850-$7,850
- Toole FinancialLongmeadowHourly $250/hr, Monthly $150/mo
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.