# Michael Sepulveda

> Michael Sepulveda is a fee-only financial advisor at Meraki Advisors in Dallas, Texas, who holds the CFA credential. Meraki Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-sepulveda/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Meraki Advisors
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $28.7M across 45 accounts
- **Credentials:** CFA
- **CRD:** 6739926 (https://adviserinfo.sec.gov/individual/summary/6739926)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://merakiadvisorsllc.substack.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Meraki 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, Meraki Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Michael Sepulveda based?

Michael Sepulveda is based in Dallas, Texas.

### What credentials does Michael Sepulveda hold?

Michael Sepulveda holds the CFA credential.

### Is Michael Sepulveda registered with the SEC?

Yes. Michael Sepulveda is registered as an investment adviser representative in TX (CRD 6739926), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Meraki Advisors manage?

Meraki Advisors reports $28.7M across 45 accounts in assets under management.

### How do I contact Michael Sepulveda?

Through Michael's website, merakiadvisorsllc.substack.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6739926): 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

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