Jennifer Bahi
Meritas Wealth Management · San Rafael, California
Jennifer Bahi is a fee-only financial advisor at Meritas Wealth Management in San Rafael, California, who holds the CFP credential. Jennifer charges a percentage of assets, a one-time planning fee and an ongoing planning fee (one-time plans from $4,000 and 1% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Who they serve
- Executives
Facts
| Firm | Meritas Wealth Management |
|---|---|
| Based in | San Rafael, California |
| Fee model | Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $4,000 · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $618.9M across 949 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 7673573 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.meritaswealth.com |
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Questions about Jennifer
Is Jennifer Bahi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Meritas Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer charges a percentage of assets, a one-time planning fee and an ongoing planning fee.
How much does Jennifer charge?
According to Meritas Wealth Management's website, checked October 30, 2026: one-time plans from $4,000; 1% a year on the first tier of assets managed.
Where is Jennifer Bahi based?
Jennifer Bahi is based in San Rafael, California.
What does Jennifer specialize in?
Jennifer's specialties include retirement planning. Jennifer works with executives.
What credentials does Jennifer Bahi hold?
Jennifer Bahi holds the CFP credential.
Is Jennifer Bahi registered with the SEC?
Yes. Jennifer Bahi is registered as an investment adviser representative in CA and TX (CRD 7673573), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meritas Wealth Management manage?
Meritas Wealth Management reports $618.9M across 949 accounts in assets under management.
How do I contact Jennifer Bahi?
Through Jennifer's website, www.meritaswealth.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
- Meritas 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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