Firm
Meritage Wealth Management LLC
Carlsbad, California
Fee-only
Meritage Wealth Management LLC 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 49 individual clients, 27 of them high net worth.
- Its average account is about $389,000 (assets it manages divided by its 129 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Carlsbad, California |
|---|---|
| Website | meritagewm.com |
| [email protected] | |
| Phone | (760) 602-5091 |
Meritage Wealth Management 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.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$0 - $2,999,999 1.25% Fee" source
"We charge an annual advisory fee, a percentage of the assets we manage." 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 | $50 million |
| Individual clients | 22 |
| High-net-worth clients | 27 |
| Accounts managed | 129 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 14, 2026 |
| SEC record | CRD 311884 |