Meridian Financial Services, Inc. fees and pricing

Financial planner in Lakewood Ranch, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 11, 2026, Meridian Financial Services, Inc. charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “The Advisors hourly fee will be billed at a rate of $250 per hour, but may be negotiated in advance.”

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

“New account fees will be prorated from the inception of the account to the end of the first month.”
“For accounts where it is not practical to deduct the fees directly from the client account, an invoice will be sent to the client quarterly and is due upon receipt.”
“Hourly fee-based clients are billed on a monthly basis upon completion of work performed.”

Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
None of the 2 other planners in Lakewood Ranch that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 60
Employees: 5
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $72,719,125
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 175393
Website: meridianfinancialservice.com (opens in new tab)
Phone: (774) 404-7931

Can advise clients in 2 states: Florida, Massachusetts

Is something on this page wrong or out of date?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.