Meridian Wealth Management, LLC fees and pricing

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.

Hourly rate

$350/hr

“At our discretion, fees for financial planning services may be negotiated; however, Meridian will typically charge an hourly rate not to exceed $350 per hour or a flat fee ranging from $250-$500 per month or quarter, which is based on the billing arrangement selected and negotiated by the Advisory Client for such…”

Monthly fee

$250⁠-⁠$500/mo

From the same sentence as above.

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

How Meridian Wealth Management, LLC bills

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

• “This fee is negotiable, at our discretion, and based on, among other things, the account's complexity, the level of service provided by the IAR, and other factors related to the overall client relationship.”
• “Advisory Clients have the option to authorize us to deduct our fees from the Advisory Client’s investment account, or to have us invoice you for direct payment.”
• “If you elect to be invoiced instead, you may pay our fees by check.”

How Meridian Wealth Management, LLC’s fees compare

• Its hourly rate of $350 is above the Kentucky median of $250. 81% of the 36 other Kentucky planners that publish an hourly rate charge less.
• 9 of the 11 other planners in Lexington that publish an hourly rate charge less.

About Meridian Wealth Management, LLC

• Firm size: 67 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Insurance analysis
• Cash flow and budgeting

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

Clients

5,366

Employees

67

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$4,983,377,516

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

151523

Website

facebook.com/meridianwealthllc (opens in new tab)

Phone

(859) 543-4516

Can advise clients in 47 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Lexington that publish fees

• Abri LLCLexington$500/hr, $3,000
• Alpha Financial Partners LLCLexington$250/hr, $5,000⁠-⁠$250,000/yr
• Ballast, Inc.Lexington$200⁠-⁠$10,000
• Blue Castle WealthLexington$125/hr, $250⁠-⁠$2,500
• Context Financial LLCLexington$150⁠-⁠$250/hr, $500⁠-⁠$4,000
• Crimson Oak Wealth Management, LLCLexington$350/hr, $2,500⁠-⁠$5,000

Compare all 27 planners in Lexington