Meritis Wealth Management, Inc. fees and pricing

Financial planner in Potomac, Maryland. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 26, 2026, Meritis Wealth Management, Inc. charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “Hourly fee services are offered based on an hourly fee of $500 per hour.”

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

“Fees may be negotiable at the sole discretion of the Advisor.”
“Fees are billed monthly in advance based on the market value of assets under management at the end of the prior month.”
“However, in any situation where that may not be possible, Meritis Wealth will deduct the fee from another non-qualified account(s) separately under management of Meritis Wealth, or the Client will be billed directly.”

Its hourly rate of $500 is above the Maryland median of $300. 85% of the 156 other Maryland planners that publish an hourly rate charge less.
1 of the 2 other planners in Potomac that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.15% a year
Clients: 130
Employees: 3
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: $224,394,856
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 336539
Website: meritiswealth.com (opens in new tab)
Phone: (240) 396-6600

Is something on this page wrong or out of date?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.