James Brown
Meritis Wealth Management · Potomac, Maryland
James Brown is a fee-only financial advisor at Meritis Wealth Management in Potomac, Maryland, who holds the CFP credential. James 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.
Request an introduction to James →
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, TX · CRD 4895673 |
| Exams passed | Series 66 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.meritiswealth.com |
How James's firm compares
- Meritis Wealth Management's average account is about $537,000, from its Form ADV (assets managed divided by 418 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James 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 James
Is James Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, Meritis Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is James Brown based?
James Brown is based in Potomac, Maryland.
What does James specialize in?
James's specialties include retirement planning, estate & legacy planning and family wealth transfer. James works with pre-retirees and retirees.
What credentials does James Brown hold?
James Brown holds the CFP credential.
Is James Brown registered with the SEC?
Yes. James Brown is registered as an investment adviser representative in MD and TX (CRD 4895673), 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 James Brown?
Through James'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.
See something wrong? Request a correction. Read our methodology.