PlannerFees

Merited Wealth, LLC fees and pricing

Financial planner in North Bay Village, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 14, 2026, Merited Wealth, LLC charges $250⁠-⁠$750 an hour for financial planning.

Published fees

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

Hourly rate
$250⁠-⁠$750/hr
“The hourly fee is $250 - $750 per hour.”

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

How Merited Wealth, LLC bills

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

  • “Client fees are payable quarterly, in advance, based on assets under management.”
  • “Clients may terminate accounts at any time and receive a full pro-rata refund of any unearned fees.”
  • “An invoice is sent to the client outlining the fee pursuant to the Agreement.”

How Merited Wealth, LLC’s fees compare

  • Its hourly rate of $250-$750 spans the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.

About Merited Wealth, LLC

“Merited Wealth offers financial planning services, which involves preparing a written financial plan covering specific or multiple topics, a flat fee for ongoing advice or an hourly fee for advice.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 8 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2024 (2 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
2% a year
Clients
182
Employees
8
Works with
Individuals, high net worth individuals, pension and profit sharing plans, businesses, and other
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$186,147,824
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
299549
Website
satwealthman.com (opens in new tab)
Phone
(305) 722-0091

Can advise clients in 3 states: Florida, Texas, Wisconsin

Other planners in North Bay Village that publish fees

Compare all 944 planners in Florida

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.