Meridian Wealth Advisors, LLC fees and pricing
Financial planner in Austin, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Meridian Wealth Advisors, LLC charges a flat or project fee of $5,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$25,000
“Depending on the arrangements made at the inception of the engagement, MWA will charge a fixed fee for financial planning services, which generally ranges between $5,000-$25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Meridian Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are payable quarterly in advance based on a valuation of the Client's account at beginning of each quarterly period, but such advisory fees are not collected for services to be performed more than six months in advance.”
- “Certain legacy clients may be billed under a different fee schedule.”
- “If the Client has pre-paid advisory fees, then the Advisor will refund any unearned pre-paid portfolio management fees from the effective date of termination to the end of the quarter.”
How Meridian Wealth Advisors, LLC’s fees compare
- Its flat or project fee of $5,000-$25,000 is above the Texas median of $3,850. 90% of the 401 other Texas planners that publish a flat or project fee charge less.
- 43 of the 48 other planners in Austin that publish a flat or project fee charge less.
About Meridian Wealth Advisors, LLC
“Wealth Management and Investment Advisory Services MWA offers comprehensive Wealth Management and Investment Advisory Services designed to help Clients manage their financial situation.”
- Firm size: 12 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 1% a year
- Clients
- 328
- Employees
- 12
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $1,737,910,247
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282609
- Phone
- (512) 717-5580
Can advise clients in 7 states: California, Colorado, Florida, Louisiana, Montana, New Mexico, Texas
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$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.