Heather McGolerick
Meritis Wealth Management · Potomac, Maryland
Heather McGolerick is a fee-only financial advisor at Meritis Wealth Management in Potomac, Maryland. Heather focuses on retirement planning, estate & legacy planning and family wealth transfer. Meritis Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Meritis Wealth Management |
|---|---|
| Based in | Potomac, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $224.4M across 418 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 2341762 |
| Exams passed | Series 63 (1995) · Series 66 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.meritiswealth.com |
How Heather's firm compares
- Meritis Wealth Management's average account is about $537,000, from its Form ADV (assets managed divided by 418 accounts).
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Questions about Heather
Is Heather McGolerick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Heather holds no broker registration, and Meritis Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Heather charge for financial advice?
Heather's firm, Meritis Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Heather McGolerick based?
Heather McGolerick is based in Potomac, Maryland.
What does Heather specialize in?
Heather's specialties include retirement planning, estate & legacy planning and family wealth transfer. Heather works with pre-retirees and retirees.
Is Heather McGolerick registered with the SEC?
Yes. Heather McGolerick is registered as an investment adviser representative in MD and TX (CRD 2341762), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meritis Wealth Management manage?
Meritis Wealth Management reports $224.4M across 418 accounts in assets under management.
How do I contact Heather McGolerick?
Through Heather's website, www.meritiswealth.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
- Meritis Wealth Management 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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