Meridian Financial Advisors, LLC
Holliston, Massachusetts
Meridian Financial Advisors, LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 178 individual clients, 86 of them high net worth.
- Its average account is about $457,000 (assets it manages divided by its 676 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Holliston, Massachusetts |
|---|---|
| Website | meridianfinancial.net |
| [email protected] | |
| Phone | (508) 429-2600 |
Questions about Meridian Financial Advisors, LLC
How much does Meridian Financial Advisors, LLC charge?
Meridian Financial Advisors, LLC publishes these prices: one-time plan: from $4,000; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Meridian Financial Advisors, LLC have an account minimum?
Yes. Meridian Financial Advisors, LLC states an account minimum of $1,000,000. We found this on its website, checked October 28, 2026.
How is Meridian Financial Advisors, LLC paid?
Meridian Financial Advisors, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Meridian Financial Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Meridian Financial Advisors, LLC, and 2 hold the CFP.
What is the average account at Meridian Financial Advisors, LLC?
Meridian Financial Advisors, LLC's average account is about $457,000. That's the assets on its Form ADV divided by its 676 accounts.
What does Meridian Financial Advisors, LLC specialize in?
Meridian Financial Advisors, LLC's advisors and website list retirement planning, estate & legacy planning, tax planning and small business owners.
Is Meridian Financial Advisors, LLC accepting new clients?
Yes, according to Meridian Financial Advisors, LLC's website, checked October 28, 2026.
Does Meridian Financial Advisors, LLC work with clients virtually?
Yes. Meridian Financial Advisors, LLC's website says it works with clients virtually.
Meridian Financial Advisors, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $4,000 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Our financial plan creation fees range from $4,000-$10,000 depending on the complexity of your situation." source
"Ongoing planning starts at 1% for up to $1,000,000 in investment assets and declines above that level." source
"we require a minimum investment of $1,000,000" source
"Ongoing planning starts at 1% for up to $1,000,000 in investment assets and declines above that level." 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 | $309 million |
| Individual clients | 92 |
| High-net-worth clients | 86 |
| Accounts managed | 676 |
| Employees | 5 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-117452) |
| Financial planning | Offered |
| Form ADV filed | October 19, 2026 |
| SEC record | CRD 119679 |
Advisors at this firm (2)
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