Meridian Wealth Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$500⁠-⁠$10,000/yr

“Fees for Investment Advisory Services Financial Planning Services Meridian Wealth offers financial planning services for an annual fee ranging from $500 to $10,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”

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

How Meridian Wealth Partners, LLC bills

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

• “Fees are invoiced and payable upon completion of deliverables.”
• “The investment management fee in the first quarter of service is prorated to the inception date of the account[s] to the end of the first quarter.”
• “Investment management fees may be negotiable at the sole discretion of the Advisor.”

How Meridian Wealth Partners, LLC’s fees compare

• Its annual fee of $500-$10,000 spans the Pennsylvania median of $6,000. 46% of the 74 other Pennsylvania planners that publish an annual fee charge less.

About Meridian Wealth Partners, LLC

• Firm size: 13 employees.
• Credentials named in the brochure: CFP®, CPA, and CFA.
• Registered as an adviser: 2017 (9 years).

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

1.25% a year

Clients

707

Employees

13

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, pension consulting, and selecting other advisers

Assets managed

$1,368,978,981

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

287768

Website

linkedin.com/company/meridianwealthpartners (opens in new tab)

Phone

(610) 272-4700

Can advise clients in 18 states: California, Colorado, Connecticut, Delaware, Florida, Georgia, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia, Vermont, Washington

Other planners in East Norriton that publish fees

• Bluesphere Advisors LLCEast Norriton$500⁠-⁠$40,000
• Foundation Capital Management, LLCEast Norriton$200⁠-⁠$400/hr, $1,000⁠-⁠$2,500
• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr

Compare all 3 planners in East Norriton