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Meta Wealth Advisory

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Client assets under management

$172,057,328

Clients

81

62% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

41

Typical

Average account size

$2,124,165

About

Meta Wealth Advisory serves individual and high-net-worth clients, offering integrated wealth management (investment management and financial planning) together with tax preparation and referrals to third‑party attorneys and accountants. The firm operates as a fee-only registered investment adviser and provides ongoing portfolio supervision and tailored financial plans for each client.

The firm follows an evidence-based investment approach that emphasizes diversification, asset allocation, and long-term risk management, and it manages client accounts on a discretionary basis while permitting client-imposed restrictions. Accounts are reviewed regularly and the firm relies on custodial relationships to execute and report trading activity and fee deductions.

Notably, Meta Wealth Advisory may employ borrowing within separately managed accounts, a practice the brochure links to increased leverage and interest-rate risks discussed in Item 8. The firm also discloses a willingness to pay all or a portion of third‑party professional fees (such as attorneys or accountants) for clients with complex tax or estate planning needs and offers in-house tax preparation services, a level of direct support for third‑party professional costs that the brochure describes in Item 5.

Client services

Financial planning Portfolio management Tax preparation

Expertise

Business ownership considerations Debt management College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0 - $3,000,000: 0.95% $3,000,001+: 0.65%

Project-based

$350 per hour for Tax Preparation Services, negotiable or waivable.

Other

Account minimum: $1,000,000 Fee-only: Fee-only firm; advisory fees are the only compensation received from clients.

Main office location

Meta Wealth Advisory

1954 Greenspring Dr, Suite 310

Timonium MD 21093, United States

Number of offices

1

Most active in

More info

Florida · Maryland · Pennsylvania · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

(410) 683-9263

Advisors at this firm

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user avatar

Andrew T

CFP®, Series 63, Series 66

Timonium, MD

Meta Wealth Advisory

Andrew Thompson is a CFP® with 23 years of experience in the financial services industry. He is the sole advisor at Meta Wealth Advisory, a firm he established after 17 years at SC&H Financial Advisors, Inc. and SC&H Group, Inc. Meta Wealth Advisory provides integrated wealth management services to individual and high-net-worth clients, combining investment management, financial planning, and tax preparation. The firm employs an evidence-based investment approach focused on diversification and long-term risk management, with portfolio supervision that includes quarterly reviews and individualized investment policies.

Business ownership considerations Debt management College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Jason K

CFP®, Series 65

Timonium, MD

Meta Wealth Advisory

Jason Koval is a CFP® and holds a Series 65 license, currently serving as the sole advisor at Meta Wealth Advisory in Timonium, MD. He has experience with several firms including Elite Income Advisors, Red Oak Financial Group, Baltimore-Washington Financial Advisors, and Ameriprise Financial Services. He also worked at Gerstell Academy High School and Loyola University Maryland prior to his advisory roles. Meta Wealth Advisory provides integrated wealth management and financial planning services to individual and high-net-worth clients. The firm employs an evidence-based investment strategy focusing on diversification, asset allocation, and long-term risk management, offering discretionary portfolio management alongside client-imposed restrictions.

Business ownership considerations Debt management College savings (529s, UTMA, etc.) Founder/Business Owner
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