Meritage Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Meritage Wealth Management is a fee-only, fiduciary investment adviser that provides ongoing discretionary portfolio management and comprehensive financial planning to individuals and high-net-worth clients, and also accepts project-based engagements for businesses. The firm offers tax preparation referrals, estate-planning facilitation through a third-party technology provider, and both ongoing and one-time planning engagements.
The firm’s investment approach is primarily passive and grounded in Modern Portfolio Theory, favoring low-cost index mutual funds and ETFs while tailoring asset allocation to each client’s goals, risk tolerance, and tax considerations. Meritage can implement strategies via LPL Programs, may recommend outside managers or wrap-fee solutions when appropriate, and constructs client-specific investment policy statements with the ability for clients to impose reasonable restrictions.
What distinguishes Meritage from many solo independent advisers is its explicit offering for corporate/business financial planning with fixed-fee ranges for business projects ($15,000–$50,000) and its practice of providing estate planning facilitation at no additional cost for ongoing asset-based clients. The firm manages roughly $50 million for under 50 clients, maintains a $3 million account minimum (waivable), and operates on the LPL custody/platform relationship, which shapes its implementation and reporting processes.
Client services
Expertise
Fee options
Fixed fees for project-based financial planning ranging from $1,500 to $25,000 for personal planning, $15,000 to $50,000 for business planning, and $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%
$350 per hour
Account minimum: $3,000,000 Minimum fee: Initial onboarding fee up to $25,000, which may be reduced or waived at Advisor’s discretion Fee-only: Fee-only financial planning; no commissions accepted, fiduciary standard
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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