# Scott Floersheim

> Scott Floersheim is a fee-only financial advisor at Meridian Wealth Advisors, LLC in Albuquerque, New Mexico, who holds the CFP, CPA/PFS and CPWA credentials. Meridian Wealth Advisors, LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/scott-floersheim/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Meridian Wealth Advisors, LLC
- **Based in:** Albuquerque, New Mexico
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.74B across 1,539 accounts
- **Credentials:** CFP, CPA/PFS, CPWA, Retirement Management Advisor
- **Firm size:** 12 employees
- **Website:** http://meridianwealthadvisors.com

## Frequently asked questions

### Is Scott Floersheim a fee-only financial advisor?

Yes. Scott Floersheim is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Scott charge for financial advice?

Scott's firm, Meridian Wealth Advisors, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Scott Floersheim based?

Scott Floersheim is based in Albuquerque, New Mexico.

### What credentials does Scott Floersheim hold?

Scott Floersheim holds the CFP, CPA/PFS, CPWA and Retirement Management Advisor credentials.

### How much does Meridian Wealth Advisors, LLC manage?

Meridian Wealth Advisors, LLC reports $1.74B across 1,539 accounts in assets under management.

### How do I contact Scott Floersheim?

Through Scott's website, meridianwealthadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38134): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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