Kristin DiMeo
Meridian Wealth Group · Dade City, Florida
Kristin DiMeo is a fee-only financial advisor at Meridian Wealth Group in Dade City, Florida. Kristin focuses on retirement planning. Meridian Wealth Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Meridian Wealth Group |
|---|---|
| Based in | Dade City, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $101.1M across 244 accounts |
| SEC registration | Investment adviser representative in FL · CRD 8263113 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.meridianwealthgroup.com |
How Kristin's firm compares
- Meridian Wealth Group's average account is about $414,000, from its Form ADV (assets managed divided by 244 accounts).
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Questions about Kristin
Is Kristin DiMeo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristin holds no broker registration, and Meridian Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kristin charge for financial advice?
Kristin's firm, Meridian Wealth Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kristin DiMeo based?
Kristin DiMeo is based in Dade City, Florida.
What does Kristin specialize in?
Kristin's specialties include retirement planning. Kristin works with retirees and pre-retirees.
Is Kristin DiMeo registered with the SEC?
Yes. Kristin DiMeo is registered as an investment adviser representative in FL (CRD 8263113), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meridian Wealth Group manage?
Meridian Wealth Group reports $101.1M across 244 accounts in assets under management.
How do I contact Kristin DiMeo?
Through Kristin's website, www.meridianwealthgroup.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 Wealth Group 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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