Scott Heess
Meridian Asset Management · Bethlehem, Pennsylvania
Scott Heess is a fee-only financial advisor at Meridian Asset Management in Bethlehem, Pennsylvania, who holds the CFP and ChFC credentials. Meridian Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Meridian Asset Management |
|---|---|
| Based in | Bethlehem, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $124.0M across 80 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in PA · CRD 2002787 |
| Exams passed | Series 63 (1990) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Scott's firm compares
- Meridian Asset Management's average account is about $1.5 million, from its Form ADV (assets managed divided by 80 accounts).
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Questions about Scott
Is Scott Heess a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Meridian Asset 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 Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Scott Heess based?
Scott Heess is based in Bethlehem, Pennsylvania.
What credentials does Scott Heess hold?
Scott Heess holds the CFP and ChFC credentials.
Is Scott Heess registered with the SEC?
Yes. Scott Heess is registered as an investment adviser representative in PA (CRD 2002787), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meridian Asset Management manage?
Meridian Asset Management reports $124.0M across 80 accounts in assets under management.
How do I contact Scott Heess?
Contact details aren't on file yet. Search for Meridian Asset Management.
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.
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