Laura Markoff
Meritis Wealth Management · Potomac, Maryland
Laura Markoff is a fee-only financial advisor at Meritis Wealth Management in Potomac, Maryland. Laura focuses on retirement planning, estate & legacy planning and family wealth transfer. Meritis Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Meritis Wealth Management |
|---|---|
| Based in | Potomac, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $224.4M across 418 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 4884992 |
| Exams passed | Series 66 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.meritiswealth.com |
How Laura's firm compares
- Meritis Wealth Management's average account is about $537,000, from its Form ADV (assets managed divided by 418 accounts).
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Questions about Laura
Is Laura Markoff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laura holds no broker registration, and Meritis Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Laura charge for financial advice?
Laura's firm, Meritis Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Laura Markoff based?
Laura Markoff is based in Potomac, Maryland.
What does Laura specialize in?
Laura's specialties include retirement planning, estate & legacy planning and family wealth transfer. Laura works with pre-retirees and retirees.
Is Laura Markoff registered with the SEC?
Yes. Laura Markoff is registered as an investment adviser representative in MD and TX (CRD 4884992), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meritis Wealth Management manage?
Meritis Wealth Management reports $224.4M across 418 accounts in assets under management.
How do I contact Laura Markoff?
Through Laura's website, www.meritiswealth.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
- Meritis 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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