Sophie Brooks-Ames
Meridian Wealth Advisors · Austin, Texas
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.
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Facts
| Firm | Meridian Wealth Advisors |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.74B across 1,539 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6185685 |
| Exams passed | Series 66 (2013) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.meridianadvisors.com |
How Sophie's firm compares
- Meridian Wealth Advisors'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 Sophie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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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