Meridian Financial Advisory LLC fees and pricing
Financial planner in Murrells Inlet, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 23, 2026, Meridian Financial Advisory LLC charges a monthly fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $1,000/mo
“The maximum monthly fixed fee is $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Meridian Financial Advisory LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The management fee is payable quarterly in arrears, based on the market value of portfolio assets of the account on the last business day of the preceding quarter.”
- “New account fees will be prorated from the inception of the account to the end of the first month.”
- “For accounts where it is impracticable to deduct fees directly from the account, the client will be sent an invoice on a quarterly basis for any outstanding advisory fees due, which can be paid by using a debit or credit card.”
About Meridian Financial Advisory LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 21
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $10,194,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288510
- Phone
- (843) 212-6828
Can advise clients in 2 states: Massachusetts, South Carolina
Other planners in South Carolina that publish fees
- 133 LegacyCampobello$10,000
- A To Z Asset Advisors, LLCAiken$250/hr, $250
- Abacus Planning Group, Inc.Columbia$8,000-$200,000
- Active Lifestyle Financial PlanningCharleston$1,000, $4,800-$30,000/yr
- Altamont Advisors LLCGreenville$150/hr
- Anderson Wealth Management, Inc.Greer$350/hr, $1,500-$10,000
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.