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Advisor

Kerwin Price

Meridian Wealth Advisors · Austin, Texas

Kerwin Price is a fee-only financial advisor at Meridian Wealth Advisors in Austin, Texas. Meridian Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Facts

FirmMeridian Wealth Advisors
Based in Austin, Texas
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$1.74B across 1,539 accounts
SEC registration Investment adviser representative in NM, TX · CRD 1806380
Exams passedSeries 63 (1988)
Firm size12 employees
Disclosures Reported; see the SEC record
Websitewww.meridianadvisors.com

How Kerwin's firm compares

  • Meridian Wealth Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,539 accounts).

What fee-only advisors charge in Texas

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Questions about Kerwin

Is Kerwin Price a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kerwin holds no broker registration, and Meridian Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Kerwin charge for financial advice?

Kerwin's firm, Meridian Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Kerwin Price based?

Kerwin Price is based in Austin, Texas.

Is Kerwin Price registered with the SEC?

Yes. Kerwin Price is registered as an investment adviser representative in NM and TX (CRD 1806380), 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 Wealth Advisors manage?

Meridian Wealth Advisors reports $1.74B across 1,539 accounts in assets under management.

How do I contact Kerwin Price?

Through Kerwin's website, www.meridianadvisors.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Austin

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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