Meraki Advisors

Meraki Advisors at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 1 advisor is listed here, who holds the CFA.
• Its Form ADV reports 1 employee and 36 individual clients, 21 of them high net worth.
• Its average account is about $639,000 (assets it manages divided by its 45 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Meraki Advisors fees

Meraki Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (1)

• Michael Sepulveda

  CFA

Other fee-only firms in Dallas

• Miller Global Investments
• Motif Planning
• Noble Advisors
• Noto Financial Planning, LLC
• Optima Asset Management, Inc.
• Paradigm Advisors, L.L.C.
• Paratus Financial
• Parker Prescott Capital Management

Fee-only advisors in Texas