A complete list of active advisors currently associated with Merited Wealth, LLC
Warmer can help you find a great advisor at Merited Wealth, LLC or one who fits your needs even better.
Merited Wealth provides investment management, written financial planning ("GamePlan"), and hourly or fixed-fee consulting to individuals, high‑net‑worth clients, entrepreneurs and executives, and also serves corporate clients as a retirement plan advisor. The firm offers ongoing portfolio management and retirement plan services, as well as participant account management and held‑away asset oversight. Investment strategies are implemented primarily with exchange‑traded equities, mutual funds and ETFs and are generally long‑term with tactical reallocations as needed; Merited Wealth uses third‑party platforms (including AssetMark, Fidelity Brokerage Link and other aggregation tools) and a client portal to consolidate accounts and monitor household financial data. The adviser describes two service tiers ("Growth Mode" and "Beyond Growth Mode") and conducts at least annual reviews to reassess objectives and risk tolerance. Notable distinctions disclosed in the brochure include that the firm’s principal is an attorney and the firm offers legal document preparation and occasional expert‑witness work, a separate DBA that provides employee benefits services, and that some investment adviser representatives also operate as insurance agents selling commission‑based insurance and annuity products—conflicts the firm discloses and says it manages. The firm also uses solicitor/referral arrangements to compensate introducers and manages held‑away retirement participant accounts through a third‑party platform on a discretionary basis, practices that are less common among similarly sized advisory firms.
To learn more about the advisors currently working at Merited Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
North Bay Village, FL
| 25
| |
North Bay Village, FL
| 5
| |
North Bay Village, FL
| 26
| |
North Bay Village, FL
| 19
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)