Bradley Bolin
Meridian Investment Advisors · Indianapolis, Indiana
Bradley Bolin is a fee-only financial advisor at Meridian Investment Advisors in Indianapolis, Indiana. Bradley focuses on tax planning. Meridian Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Meridian Investment Advisors |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $628.0M across 1,154 accounts |
| SEC registration | Investment adviser representative in IN · CRD 4227582 |
| Exams passed | Series 63 (2000) · Series 66 (2007) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.meridianinvest.com |
How Bradley's firm compares
- Meridian Investment Advisors's average account is about $544,000, from its Form ADV (assets managed divided by 1,154 accounts).
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Questions about Bradley
Is Bradley Bolin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Meridian Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley's firm, Meridian Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bradley Bolin based?
Bradley Bolin is based in Indianapolis, Indiana.
What does Bradley specialize in?
Bradley's specialties include tax planning.
Is Bradley Bolin registered with the SEC?
Yes. Bradley Bolin is registered as an investment adviser representative in IN (CRD 4227582), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Meridian Investment Advisors manage?
Meridian Investment Advisors reports $628.0M across 1,154 accounts in assets under management.
How do I contact Bradley Bolin?
Through Bradley's website, www.meridianinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Meridian Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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