Firm
Meritis Wealth Management
Potomac, Maryland
Fee-only
Meritis Wealth Management at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 130 individual clients, 68 of them high net worth.
- Its average account is about $537,000 (assets it manages divided by its 418 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Potomac, Maryland |
|---|---|
| Website | meritiswealth.com |
| Phone | (240) 396-6600 |
Meritis Wealth Management fees
Meritis Wealth Management 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
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $224 million |
| Individual clients | 62 |
| High-net-worth clients | 68 |
| Accounts managed | 418 |
| Employees | 3 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-132983) |
| Financial planning | Offered |
| Form ADV filed | June 26, 2026 |
| SEC record | CRD 336539 |