Meritage Wealth Advisory

Meritage Wealth Advisory at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 32 individual clients, 16 of them high net worth.
• Its average account is about $573,000 (assets it manages divided by its 92 accounts).

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

Facts

Meritage Wealth Advisory fees

Meritage Wealth Advisory 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)

• Kenneth Perine

  CFP