# Sophie Brooks-Ames

> Sophie Brooks-Ames is a fee-only financial advisor at Meridian Wealth Advisors in Austin, Texas, who holds the CFP credential. Meridian Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/sophie-brooks-ames/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Meridian Wealth Advisors
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.74B across 1,539 accounts
- **Credentials:** CFP
- **CRD:** 6185685 (https://adviserinfo.sec.gov/individual/summary/6185685)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2013)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.meridianadvisors.com/

## Frequently asked questions

### Is Sophie Brooks-Ames a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sophie holds no broker registration, and Meridian Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Sophie charge for financial advice?

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

### Where is Sophie Brooks-Ames based?

Sophie Brooks-Ames is based in Austin, Texas.

### What credentials does Sophie Brooks-Ames hold?

Sophie Brooks-Ames holds the CFP credential.

### Is Sophie Brooks-Ames registered with the SEC?

Yes. Sophie Brooks-Ames is registered as an investment adviser representative in TX (CRD 6185685), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Meridian Wealth Advisors manage?

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

### How do I contact Sophie Brooks-Ames?

Through Sophie's website, www.meridianadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6185685): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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