Meritage Wealth Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$46,091,787
Clients
32
Advisors
1
of 1 employees
About
Meritage Wealth Advisory provides wealth advisory, comprehensive financial planning, and investment supervision to individuals, families, trusts, estates, and related entities, and it separately documents retirement plan consulting services in an additional firm brochure. The brochure states the firm helps clients define financial objectives and coordinates recommendations with other professional advisors as needed.
The firm’s investment approach is grounded in Modern Portfolio Theory and favors broad global diversification using low-cost index funds, mutual funds, and ETFs, with an intentional tilt toward small-cap and value exposures to manage long-term risk and return. Tactical changes are limited to identified macroeconomic shifts, and the firm generally delivers non-discretionary advice rather than exercising trading authority or taking custody of client assets.
Noteworthy aspects for this independent advisory practice include an explicit reference in the brochure to third-party regulatory information (the SEC’s adviserinfo site and the firm’s CRD number) and a stated emphasis on retirement-plan work and pension consulting, with the firm acting as a fiduciary when advising retirement accounts. The brochure also discloses that account reviews and supervisory functions are performed by the firm’s principal and that the firm does not accept third‑party compensation for its advisory services.
Client services
Expertise
Fee options
Flat fee for Client Review and Roadmap starting at $3,500 and for Wealth Advisory Services minimum annual flat fee of $3,500
0.25% to 1.5%, declining as asset levels increase
Minimum fee: Minimum annual fee of $3,500 for both Wealth Advisory Services (flat annual fee) and Investment Supervision Services Fee-only: Flat fees such as $3,500 minimum for Client Review and Roadmap project work and Wealth Advisory Services (annual flat fee)
Main office
Santa Rosa CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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