# Georgia Bruggeman

> Georgia Bruggeman is a fee-only financial advisor at Meridian Financial Advisors in Sherborn, Massachusetts, who holds the CFP credential. Meridian Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/georgia-bruggeman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Meridian Financial Advisors
- **Based in:** Sherborn, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $308.6M across 676 accounts
- **Credentials:** CFP
- **CRD:** 1433089 (https://adviserinfo.sec.gov/individual/summary/1433089)
- **SEC registration:** Investment adviser representative in MA, TX
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.meridianfinancial.net/

## Frequently asked questions

### Is Georgia Bruggeman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Georgia holds no broker registration, and Meridian Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Georgia charge for financial advice?

Georgia's firm, Meridian Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Georgia Bruggeman based?

Georgia Bruggeman is based in Sherborn, Massachusetts.

### What credentials does Georgia Bruggeman hold?

Georgia Bruggeman holds the CFP credential.

### Is Georgia Bruggeman registered with the SEC?

Yes. Georgia Bruggeman is registered as an investment adviser representative in MA and TX (CRD 1433089), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Meridian Financial Advisors manage?

Meridian Financial Advisors reports $308.6M across 676 accounts in assets under management.

### How do I contact Georgia Bruggeman?

Through Georgia's website, www.meridianfinancial.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1433089): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.