PlannerFees

Meridian Investing fees and pricing

Financial planner in Highland, Utah. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 3, 2015, Meridian Investing charges $75 an hour, a flat or project fee of $500⁠-⁠$750, and a monthly fee of $300⁠-⁠$500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 3, 2015. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$75/hr
“The charge is $75 per hour.”
Flat or project fee
$500⁠-⁠$750
“Creating these Planning Reports (whichever combination of them meet the client's need) is done for the Fixed fee of $750, and updating them (on whatever frequency the client needs it) once the initial fee has been paid, is done for a Fixed fee of $500.”
Monthly fee
$300⁠-⁠$500/mo
“If Client adds to IRA's via automatic investing (Dollar - Cost - Averaging), adding at least $300 per month for single Households or at least $500 per month for 2 or more person Households (a Household being defined as two or more related adults living at the same address - if you wonder if an account qualifies as…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Meridian Investing bills

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

  • “Investment Analysis and Research (IA&R) on a per project basis where MI bills hourly charges.”
  • “This initial fee is based on the number of calendar days left in the quarter starting the day the portfolio is put in place, and is calculated on a pro-rata basis using the value of the assets on the day they are diversified into the initial portfolio.”
  • “The management fees are payable by check.”

How Meridian Investing’s fees compare

  • Its hourly rate of $75 is below the Utah median of $200. None of the 78 other Utah planners that publish an hourly rate charge less.
  • Its flat or project fee of $500-$750 is below the Utah median of $2,050. 13% of the 63 other Utah planners that publish a flat or project fee charge less.

About Meridian Investing

“Does the applicant provide investment advisory services, manage investment advisory accounts or hold itself out as providing financial planning or some similarly termed services and impose a minimum dollar value of assets or other condition for starting or maintaining an account? Yes ✔ (If yes, describe on Schedule…”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2009 (17 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed
$2,350,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
150625
Phone
(801) 907-0135

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