Meridian Financial Partners LLC fees
Financial planner in Warrenton, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, Meridian Financial Partners LLC (Warrenton, VA) charges $300 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change.
- Hourly rate
- $300/hr
Matches the Virginia median of $300; 50% of the 132 other planners in Virginia that publish an hourly rate charge less.
“Our hourly billing rate is $300 per hour.”
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
- 7 employees
- Registered since
- 2016 (10 years)
How Meridian Financial Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, and may be higher or lower than this range, based on the nature of the account.”
- “The advisory fee is paid monthly, in advance, and the value used for the fee calculation is the gross value as of the last market day of the previous month.”
- “While almost all of our clients choose to have their fee debited from their account, we will invoice clients upon request.”
About Meridian Financial Partners LLC
“Meridian Financial provides personalized asset management and financial planning services.”
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 558
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $628 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 18, 2026
- CRD number
- 281969 (opens in new tab)
- Phone
- (540) 878-5416
Registered or notice filed in 12 states: California, Colorado, Florida, Louisiana, Maryland, Massachusetts, New Hampshire, New York, North Carolina, Texas, Virginia, West Virginia
More planners in Virginia that publish fees
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- Opulent WealthRichmondFlat $4,000, Annual $1,200-$10,000/yr
- Luminate Financial PlanningSterlingHourly $200-$400/hr, Flat $500-$10,000
- 8th Street Investments, LLCAlexandriaHourly $250-$500/hr, Flat $2,000-$7,000
- Arrow Wealth AdvisorsLynchburgHourly $225/hr, Flat $1,250-$8,000
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.