Keith Allen
Meridian Investment Advisors · Indianapolis, Indiana
Keith Allen is a fee-only financial advisor at Meridian Investment Advisors in Indianapolis, Indiana. Keith focuses on tax planning. Meridian Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Meridian Investment Advisors |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $628.0M across 1,154 accounts |
| SEC registration | Investment adviser representative in IN · CRD 2929365 |
| Exams passed | Series 63 (1999) · Series 65 (2021) · Series 66 (2006) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.meridianinvest.com |
| Profile |
How Keith's firm compares
- Meridian Investment Advisors's average account is about $544,000, from its Form ADV (assets managed divided by 1,154 accounts).
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Questions about Keith
Is Keith Allen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keith holds no broker registration, and Meridian Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Keith charge for financial advice?
Keith's firm, Meridian Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Keith Allen based?
Keith Allen is based in Indianapolis, Indiana.
What does Keith specialize in?
Keith's specialties include tax planning.
Is Keith Allen registered with the SEC?
Yes. Keith Allen is registered as an investment adviser representative in IN (CRD 2929365), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Meridian Investment Advisors manage?
Meridian Investment Advisors reports $628.0M across 1,154 accounts in assets under management.
How do I contact Keith Allen?
Through Keith's website, www.meridianinvest.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
- Meridian Investment Advisors 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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