Meridian Investment Advisors

Meridian Investment Advisors at a glance

• One of 147 fee-only firms based in Indiana in the Wellspent graph.
• 6 advisors are listed here; 2 of 6 hold the CFP.
• Its Form ADV reports 5 employees and 612 individual clients, 240 of them high net worth.
• Its average account is about $544,000 (assets it manages divided by its 1,154 accounts).

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

Facts

Meridian Investment Advisors fees

Meridian Investment 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 (6)

• Bradley Bolin

• Christopher Evans

• Keith Allen

• Madeline Speckman

  CFP

• Michael Burley

• Michael Werner

  CFP