# Michael Burley

> Michael Burley is a fee-only financial advisor at Meridian Investment Advisors in Indianapolis, Indiana. Michael focuses on tax planning. Meridian Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-burley/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Meridian Investment Advisors
- **Based in:** Indianapolis, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $628.0M across 1,154 accounts
- **Specialties:** Tax planning
- **CRD:** 2743935 (https://adviserinfo.sec.gov/individual/summary/2743935)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 63 (1997), Series 65 (1999)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.meridianinvest.com

## Frequently asked questions

### Is Michael Burley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?

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

### Where is Michael Burley based?

Michael Burley is based in Indianapolis, Indiana.

### What does Michael specialize in?

Michael's specialties include tax planning.

### Is Michael Burley registered with the SEC?

Yes. Michael Burley is registered as an investment adviser representative in IN (CRD 2743935), 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 Michael Burley?

Through Michael's website, www.meridianinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2743935): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.meridianinvest.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.