Meritage Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$7,500⁠-⁠$25,000

“Fixed fees for personal financial planning range between $7,500 to $25,000.”

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

How Meritage Wealth Management bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Meritage Wealth Management’s fees compare

• Its hourly rate of $350 is above the Idaho median of $250. 72% of the 43 other Idaho planners that publish an hourly rate charge less.
• Its flat or project fee of $7,500-$25,000 is above the Idaho median of $2,625. 92% of the 26 other Idaho planners that publish a flat or project fee charge less.

About Meritage Wealth Management

• Principal: Laryssa Freeman
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• 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

3% a year

Minimum

$3,000,000 in assets (stated in brochure)

Clients

49

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$50,164,415

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311884

Website

tiktok.com/@laryssafreeman (opens in new tab)

Phone

(760) 602-5091

Can advise clients in 2 states: California, Idaho

Other planners in Idaho that publish fees

• 3 Peaks FinancialAmmon$200/hr
• Abundance Financial PlanningCaldwell$3,000⁠-⁠$6,500
• Action Financial Planning LLCTwin Falls$275/hr, $95/mo
• Advanced Financial Solutions, Inc.Boise$200⁠-⁠$350/hr, $500
• Allegiance Financial PlanningEagle$120/hr
• Alturas Wealth Management, LLCEagle$175/hr

Compare all 98 planners in Idaho