Laryssa Freeman
Meritage Wealth Management LLC · Carlsbad, California
Laryssa Freeman is a fee-only financial advisor at Meritage Wealth Management LLC in Carlsbad, California, who holds the CFP credential. Laryssa charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on retirement planning, divorce financial planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
- Mid-life transitions
Facts
| Firm | Meritage Wealth Management LLC |
|---|---|
| Based in | Carlsbad, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $50.2M across 129 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, ID, TX · CRD 3267539 |
| Exams passed | Series 65 (1999) · Series 63 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | meritagewm.com |
| Profile |
How Laryssa's firm compares
- Meritage Wealth Management LLC's average account is about $389,000, from its Form ADV (assets managed divided by 129 accounts).
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Questions about Laryssa
Is Laryssa Freeman a fee-only financial advisor?
Yes. Laryssa Freeman is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Laryssa's firm.
How does Laryssa charge for financial advice?
Laryssa charges a percentage of assets.
How much does Laryssa charge?
According to Meritage Wealth Management LLC's website, checked October 28, 2026: 1.25% a year on the first tier of assets managed.
Does Laryssa work with clients virtually?
Yes. Meritage Wealth Management LLC says on its website that it works with clients remotely.
Where is Laryssa Freeman based?
Laryssa Freeman is based in Carlsbad, California.
What does Laryssa specialize in?
Laryssa's specialties include retirement planning, divorce financial planning, estate & legacy planning and tax planning. Laryssa works with retirees, pre-retirees, divorced individuals and mid-life transitions.
What credentials does Laryssa Freeman hold?
Laryssa Freeman holds the CFP credential.
Is Laryssa Freeman registered with the SEC?
Yes. Laryssa Freeman is registered as an investment adviser representative in CA, ID and TX (CRD 3267539), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Meritage Wealth Management LLC manage?
Meritage Wealth Management LLC reports $50.2M across 129 accounts in assets under management.
How do I contact Laryssa Freeman?
Through Laryssa's website, meritagewm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Meritage Wealth Management LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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