Firm
Meeks Capital
Winter Park, Florida
Fee-only
Meeks Capital at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 71 individual clients, 14 of them high net worth.
- Its average account is about $146,000 (assets it manages divided by its 196 accounts).
- Its ongoing planning fee starts at $500 a year, below the Florida median of $4,200.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Winter Park, Florida |
|---|---|
| Website | meekscapital.com |
| [email protected] | |
| Phone | (407) 494-5439 |
Meeks Capital fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $500 a year |
|---|---|
| Asset-based fee | 1.1% a year on the first tier of assets |
| How it charges | Percentage of assets |
In the firm's words
"Our standard fee for portfolio management starts at 1.1% of the value of your investments with us." source
"we do have an annual minimum client fee of $500 dollars to work with us." source
"Our standard fee for portfolio management starts at 1.1% of the value of your investments with us." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $29 million |
| Individual clients | 57 |
| High-net-worth clients | 14 |
| Accounts managed | 196 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 298773 |