Heather Tracey
Meridian Wealth Partners · East Norriton, Pennsylvania
Heather Tracey is a fee-only financial advisor at Meridian Wealth Partners in East Norriton, Pennsylvania. Meridian Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Meridian Wealth Partners |
|---|---|
| Based in | East Norriton, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.37B across 2,105 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4584506 |
| Exams passed | Series 65 (2012) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.meridianwealthpartners.com |
| Profile |
How Heather's firm compares
- Meridian Wealth Partners's average account is about $650,000, from its Form ADV (assets managed divided by 2,105 accounts).
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Questions about Heather
Is Heather Tracey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Heather holds no broker registration, and Meridian Wealth Partners 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, Meridian Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Heather Tracey based?
Heather Tracey is based in East Norriton, Pennsylvania.
Is Heather Tracey registered with the SEC?
Yes. Heather Tracey is registered as an investment adviser representative in PA (CRD 4584506), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meridian Wealth Partners manage?
Meridian Wealth Partners reports $1.37B across 2,105 accounts in assets under management.
How do I contact Heather Tracey?
Through Heather's website, www.meridianwealthpartners.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
- 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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