Scott Floersheim
Meridian Wealth Advisors, LLC · Albuquerque, New Mexico
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.
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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 | $1.74B across 1,539 accounts |
| Credentials | CFP · CPA/PFS · CPWA · Retirement Management Advisor |
| Firm size | 12 employees |
| Website | meridianwealthadvisors.com |
| Profile |
How Scott's firm compares
- Meridian Wealth Advisors, LLC's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,539 accounts).
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Questions about Scott
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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