Meritage Wealth Management
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About
Meritage Wealth Management is a fee-only, independent advisory firm led by a CFP®-credentialed principal that provides ongoing investment management and comprehensive financial planning to individuals and to corporate and business clients. Services include discretionary portfolio management, project-based and ongoing financial planning, coordination with outside professionals, and estate-planning facilitation through an unaffiliated technology provider.
The firm’s investment approach is primarily passive and grounded in Modern Portfolio Theory, using low-cost index mutual funds and ETFs and, when appropriate, program platforms and outside managers to implement specific strategies. Financial planning is holistic in scope—covering retirement, tax planning, risk management, college funding, and estate considerations—and the advisor coordinates with custodians, tax preparers, and attorneys as needed to execute recommendations.
What is noteworthy relative to many peers is the explicit inclusion of business and corporate clients and the availability of project-based business financial planning and estate-document services, which are less common among small independent firms. Meritage also combines a concentrated client base with an institutional custody and program platform and may arrange or absorb certain third‑party tax or estate-related services for ongoing clients, reflecting a mix of personalized planning and outsourced execution.
Client services
Expertise
Fee options
Fixed fees ranging from $7,500 to $25,000 for personal financial planning; $15,000 to $50,000 for business financial planning; $1,500 to $5,000 for estate planning projects.
$0 - $2,999,999: 1.25% $3,000,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.80% $10,000,000 - $19,999,999: 0.65% $20,000,000+: 0.50%
Hourly rate of $350 for project-based financial planning.
Account minimum: $3,000,000 Minimum fee: Initial onboarding fee up to $25,000, negotiable and may be waived or reduced at advisor’s discretion. Fee-only: Fee-only firm; no commissions accepted.
Main office
Tamarack ID
Advisors at this office
1
Most active in
California · Idaho · Texas
Also doing business as
Meritage Wealth Management · Meritage Wealth Management LLC
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
Quick links
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