Fee-only fiduciary wealth management for individuals and families approaching or in retirement. Serving Scottsdale and the greater Phoenix area since 2011.
Meridian Wealth Advisors was founded in 2011 by two partners who shared a conviction: that high-quality financial advice shouldn't require $10 million in assets. As a fee-only, SEC-registered investment advisory firm, we operate under a fiduciary standard — meaning we are legally bound to act in your best interest, always.
We specialize in serving pre-retirees and retirees with investable assets between $500,000 and $5 million. Our clients come to us for comprehensive wealth management that integrates investment strategy, retirement income planning, tax efficiency, and estate coordination into one cohesive plan.
With an average account size of $679,000 and a client retention rate of 96.8%, our growth has been driven almost entirely by referrals — 35% of new clients come through our relationships with three estate planning attorneys and two CPA firms in the Scottsdale area.
Customized, diversified portfolios aligned with your risk tolerance, time horizon, and income needs. We use institutional-quality research and disciplined rebalancing to manage your wealth through all market conditions.
Comprehensive analysis of Social Security optimization, pension elections, withdrawal sequencing, and sustainable distribution rates. We build retirement income strategies designed to last 30+ years.
Holistic financial plans covering cash flow analysis, insurance review, education funding, debt management, and goal-based savings strategies. Available as standalone flat-fee engagements or bundled with investment management.
Tax-efficient investment positioning, Roth conversion analysis, charitable giving strategies, and estate plan integration. We coordinate directly with your CPA and estate attorney to ensure seamless execution.
30+ years in wealth management. Specializes in retirement distribution planning and high-net-worth client relationships. Planning transition within 18-24 months.
Focus on investment strategy and portfolio construction. Will assume sole leadership following partner succession. Leads the firm's referral network development.
Two junior financial advisors pursuing CFP certification. Handle client onboarding, plan preparation, and ongoing service for smaller accounts.
Primary point of contact for account administration, transfers, and client scheduling. Ensures seamless day-to-day client experience.
Manages SEC compliance, regulatory filings, vendor oversight, and technology systems. Maintains the firm's compliance program and ADV filings.
3 estate planning attorneys and 2 CPA firms serve as our primary referral sources, contributing 35% of new client introductions annually.
We are compensated solely through advisory fees based on assets under management. We do not earn commissions, sell proprietary products, or receive revenue sharing from fund companies.
| Assets Under Management | Annual Advisory Fee |
|---|---|
| First $1,000,000 | 1.00% |
| Next $2,000,000 | 0.80% |
| Above $3,000,000 | 0.60% |
| Blended Average | ~0.96% |
Financial planning engagements available at flat-fee rates. Minimum account size: $250,000.
As an SEC-registered investment advisor, Meridian Wealth Advisors operates under a fiduciary standard. We are legally required to act in your best interest — not sell you products for commissions. Fee-only means our only compensation comes from the advisory fees you pay, aligning our interests with yours completely.
We welcome conversations with prospective clients. Schedule a complimentary 30-minute consultation to discuss your financial goals.
Address: 7373 E. Doubletree Ranch Road, Suite 120, Scottsdale, AZ 85258
Phone: (480) 555-0319
Email: [email protected]
Hours: Monday - Friday, 8:00 AM - 5:00 PM MST
Minimum Account: $250,000 investable assets