Meridian Investment Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175⁠-⁠$250/hr

“In lieu of a fixed fee, hourly rates of $175 to $250 may be charged, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”

Flat or project fee

$500⁠-⁠$2,000

“Financial planning fees are negotiable, but generally range from $500 for a portfolio asset review and retirement needs projection, to $2,000 for a comprehensive financial plan with budgeting, Monte Carlo analysis, and alternative planning strategies.”

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

How Meridian Investment Advisors, Inc. bills

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

• “Fees are prorated and charged quarterly in arrears, based upon the market value of the assets on the last day of the previous quarter, with the fee prorated throughout the quarter for any additions or withdrawals made to the account.”
• “Financial planning fees will be billed at the rate of $175 to $250 per hour or a fixed fee mutually agreed upon by the client and Meridian Investment Advisors prior to the commencement of services.”
• “The client will be billed directly for such services.”

How Meridian Investment Advisors, Inc.’s fees compare

• Its hourly rate of $175-$250 is below the Indiana median of $250. 29% of the 119 other Indiana planners that publish an hourly rate charge less.
• 5 of the 30 other planners in Indianapolis that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,000 is below the Indiana median of $5,000. 10% of the 84 other Indiana planners that publish a flat or project fee charge less.
• None of the 18 other planners in Indianapolis that publish a flat or project fee charge less.

About Meridian Investment Advisors, Inc.

• Principal: Michael Robert
• Firm size: 5 employees.
• Registered as an adviser: 1994 (32 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

1% a year

Minimum

$100,000 in assets (stated in brochure)

Clients

612

Employees

5

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$628,003,536

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

107593

Website

meridianinvest.com (opens in new tab)

Phone

(317) 573-5257

Can advise clients in 7 states: California, Florida, Illinois, Indiana, Kentucky, Louisiana, Ohio

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• Blackwood Investment Group, LLCIndianapolis$250/hr, $59⁠-⁠$199/mo
• Blend WealthIndianapolis$1,541/mo
• C.r. Retirement Strategies, LLCIndianapolis$200⁠-⁠$500/hr, $2,500⁠-⁠$15,000
• CFG Wealth Management Services IncIndianapolis$250/hr

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