Georgia Bruggeman
Meridian Financial Advisors · Sherborn, Massachusetts
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.
Request an introduction to Georgia →
Facts
| Firm | Meridian Financial Advisors |
|---|---|
| Based in | Sherborn, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $308.6M across 676 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 1433089 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.meridianfinancial.net |
How Georgia's firm compares
- Meridian Financial Advisors's average account is about $457,000, from its Form ADV (assets managed divided by 676 accounts).
Request an introduction to Georgia
Tell Georgia a little about what you're looking for. Georgia isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Georgia
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.
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
- 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.
See something wrong? Request a correction. Read our methodology.