Scott Dauenhauer
Meridian Wealth Management · Murrieta, California
Scott Dauenhauer is a fee-only financial advisor at Meridian Wealth Management in Murrieta, California, who holds the CFP credential. Meridian Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Scott →
Facts
| Firm | Meridian Wealth Management |
|---|---|
| Based in | Murrieta, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $102.3M across 338 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2936635 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.meridanwealth.com |
How Scott's firm compares
- Meridian Wealth Management's average account is about $303,000, from its Form ADV (assets managed divided by 338 accounts).
Request an introduction to Scott
Tell Scott a little about what you're looking for. Scott 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 Scott
Is Scott Dauenhauer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Meridian Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Scott charge for financial advice?
Scott's firm, Meridian Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Scott Dauenhauer based?
Scott Dauenhauer is based in Murrieta, California.
What credentials does Scott Dauenhauer hold?
Scott Dauenhauer holds the CFP credential.
Is Scott Dauenhauer registered with the SEC?
Yes. Scott Dauenhauer is registered as an investment adviser representative in CA and TX (CRD 2936635), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meridian Wealth Management manage?
Meridian Wealth Management reports $102.3M across 338 accounts in assets under management.
How do I contact Scott Dauenhauer?
Through Scott's website, www.meridanwealth.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
- 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.