Meringoff Wealth Management Group

Meringoff Wealth Management Group at a glance

• One of 195 fee-only firms based in Maryland in the Wellspent graph.
• 1 advisor is listed here.
• Its Form ADV reports 1 employee and 53 individual clients, 36 of them high net worth.
• Its average account is about $836,000 (assets it manages divided by its 110 accounts).

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

Facts

Meringoff Wealth Management Group fees

Meringoff Wealth Management Group 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)

• Andrew Meringoff

Other fee-only firms in Rockville

• Millennium Financial Services
• Quantum Financial Advisors
• RMG Advisors
• Schaeffer Financial
• Capital Squared Financial
• CWM Financial Group
• Douglasbradley
• Ferguson-Johnson Wealth Management

Fee-only advisors in Maryland