Michael Sepulveda
Meraki Advisors · Dallas, Texas
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.
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Facts
| Firm | Meraki Advisors |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $28.7M across 45 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 6739926 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | merakiadvisorsllc.substack.com |
| Profile |
How Michael's firm compares
- Meraki Advisors's average account is about $639,000, from its Form ADV (assets managed divided by 45 accounts).
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Questions about Michael
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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
- 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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