Firm
Meritas Wealth Management
San Rafael, California
Fee-only
Facts
| Based in | San Rafael, California |
|---|---|
| Website | meritaswealth.com |
| [email protected] | |
| Phone | (415) 300-4560 |
Meritas Wealth Management fees
What the firm's own website says it charges, checked October 30, 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 |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"The fixed fee is typically between $4,000 and $7,000 for a comprehensive financial plan" source
"$2,000,000 1.00 Percent" source
"We charge a fee based on the total assets in your account." source
"The fixed fee is typically between $4,000 and $7,000 for a comprehensive financial plan" 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 | $619 million |
| Individual clients | 152 |
| Financial planning | Offered |
| Form ADV filed | October 6, 2026 |
| SEC record | CRD 148565 |