Nancy Woodall
Meridian Investment Counsel · Lafayette, California
Nancy Woodall is a fee-only financial advisor at Meridian Investment Counsel in Lafayette, California, who holds the CFA and CIC credentials. Meridian Investment Counsel reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Nancy →
Facts
| Firm | Meridian Investment Counsel |
|---|---|
| Based in | Lafayette, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $723.4M across 619 accounts |
| Credentials | CFA · CIC |
| SEC registration | Investment adviser representative in CA, HI, TX, WA · CRD 3223028 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Profile |
How Nancy's firm compares
- Meridian Investment Counsel's average account is about $1.2 million, from its Form ADV (assets managed divided by 619 accounts).
Request an introduction to Nancy
Tell Nancy a little about what you're looking for. Nancy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Nancy
Is Nancy Woodall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nancy holds no broker registration, and Meridian Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nancy charge for financial advice?
Nancy's firm, Meridian Investment Counsel, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nancy Woodall based?
Nancy Woodall is based in Lafayette, California.
What credentials does Nancy Woodall hold?
Nancy Woodall holds the CFA and CIC credentials.
Is Nancy Woodall registered with the SEC?
Yes. Nancy Woodall is registered as an investment adviser representative in CA, HI, TX and WA (CRD 3223028), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meridian Investment Counsel manage?
Meridian Investment Counsel reports $723.4M across 619 accounts in assets under management.
How do I contact Nancy Woodall?
Contact details aren't on file yet. Search for Meridian Investment Counsel.
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
- 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.
See something wrong? Request a correction. Read our methodology.