Meridian Wealth Management, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$200⁠-⁠$300

“Hourly fees for financial planning services range from $200 to $300.”

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

How Meridian Wealth Management, Inc bills

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

• “In certain circumstances, fees may be negotiable.”
• “Asset management fees are billed in advance quarterly.”
• “One-half of the quoted fee is payable upon the client’s signing the advisory agreement with the balance due and payable upon presentation of the financial plan or completion of the contracted service(s).”

How Meridian Wealth Management, Inc’s fees compare

• Its flat or project fee of $200-$300 is below the California median of $5,000. None of the 796 other California planners that publish a flat or project fee charge less.
• None of the 2 other planners in Murrieta that publish a flat or project fee charge less.

About Meridian Wealth Management, Inc

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2005 (21 years).

Planning areas mentioned in the brochure

• Retirement planning

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

0.7% a year

Clients

68

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$102,321,309

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

112845

Website

twitter.com/meridianwealth (opens in new tab)

Phone

(949) 916-6238

Other planners in Murrieta that publish fees

• Athena Wealth ManagementMurrieta$275/hr
• Davies Financial Advisors, Inc.Murrieta$250⁠-⁠$500/hr, $7,500⁠-⁠$150,000
• RMH Advisors, LLCMurrieta$300/hr, $300
• Shift 4 Advisors, Inc.Murrieta$150⁠-⁠$400/hr

Compare all 8 planners in Murrieta