Madeline Speckman
Meridian Investment Advisors · Indianapolis, Indiana
Madeline Speckman is a fee-only financial advisor at Meridian Investment Advisors in Indianapolis, Indiana, who holds the CFP credential. Madeline focuses on tax planning. Meridian Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Madeline →
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 6854510 |
| Exams passed | Series 66 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.meridianinvest.com |
How Madeline's firm compares
- Meridian Investment Advisors's average account is about $544,000, from its Form ADV (assets managed divided by 1,154 accounts).
Request an introduction to Madeline
Tell Madeline a little about what you're looking for. Madeline isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Madeline
Is Madeline Speckman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Madeline 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 Madeline charge for financial advice?
Madeline's firm, Meridian Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Madeline Speckman based?
Madeline Speckman is based in Indianapolis, Indiana.
What does Madeline specialize in?
Madeline's specialties include tax planning.
What credentials does Madeline Speckman hold?
Madeline Speckman holds the CFP credential.
Is Madeline Speckman registered with the SEC?
Yes. Madeline Speckman is registered as an investment adviser representative in IN (CRD 6854510), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Madeline Speckman?
Through Madeline'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.
See something wrong? Request a correction. Read our methodology.