Michael Werner
Meridian Investment Advisors · Indianapolis, Indiana
Michael Werner is a fee-only financial advisor at Meridian Investment Advisors in Indianapolis, Indiana, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 4174089 |
| Exams passed | Series 63 (2000) · Series 66 (2005) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.meridianinvest.com |
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 Werner 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 Werner based?
Michael Werner is based in Indianapolis, Indiana.
What does Michael specialize in?
Michael's specialties include tax planning.
What credentials does Michael Werner hold?
Michael Werner holds the CFP credential.
Is Michael Werner registered with the SEC?
Yes. Michael Werner is registered as an investment adviser representative in IN (CRD 4174089), 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 Werner?
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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