Andrew Meringoff
Meringoff Wealth Management Group · Rockville, Maryland
Andrew Meringoff is a fee-only financial advisor at Meringoff Wealth Management Group in Rockville, Maryland. Meringoff Wealth Management Group reports charging a percentage of assets and performance-based fees on its Form ADV.
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Facts
| Firm | Meringoff Wealth Management Group |
|---|---|
| Based in | Rockville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $91.9M across 110 accounts |
| SEC registration | Investment adviser representative in MD, VA · CRD 2632391 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Andrew's firm compares
- Meringoff Wealth Management Group's average account is about $836,000, from its Form ADV (assets managed divided by 110 accounts).
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Questions about Andrew
Is Andrew Meringoff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Meringoff Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Meringoff Wealth Management Group, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Andrew Meringoff based?
Andrew Meringoff is based in Rockville, Maryland.
Is Andrew Meringoff registered with the SEC?
Yes. Andrew Meringoff is registered as an investment adviser representative in MD and VA (CRD 2632391), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meringoff Wealth Management Group manage?
Meringoff Wealth Management Group reports $91.9M across 110 accounts in assets under management.
How do I contact Andrew Meringoff?
Contact details aren't on file yet. Search for Meringoff Wealth Management Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockville
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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