Michael Burley
Meridian Investment Advisors · Indianapolis, Indiana
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.
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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 |
| SEC registration | Investment adviser representative in IN · CRD 2743935 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.meridianinvest.com |
| Profile |
How Michael's firm compares
- Meridian Investment Advisors's average account is about $544,000, from its Form ADV (assets managed divided by 1,154 accounts).
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Questions about Michael
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.
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.
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