MERIDIAN FINANCIAL, LLC
SEC RegisteredWe are Fee Only Fiduciary Advisors
About the firm
Meridian Financial Advisors is an independent fee-only fiduciary registered investment advisory firm that provides comprehensive wealth management and financial planning services. They have operated as fee-only advisors since 1993 and are obligated by law and oath to act in their clients' best interests. The firm has offices in Holliston, MA and Cape Cod, and serves clients throughout the country.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive fee-only financial planning, investment management, retirement planning, tax planning, estate planning, insurance and risk management, workplace benefits optimization, college planning, charitable planning, and long-term care planning. No product sales or commissions.
Who they serve
Clients seeking comprehensive financial planning, including widows and divorcees, business owners, young professionals, retirees, and those seeking multi-generational planning; serves clients locally in Massachusetts and throughout the country.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 89 | $44M |
| High Net Worth Individuals | 88 | $240M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $1 - $1,000,000 | 1.00% |
| $1,000,001 - $3,000,000 | 0.85% |
| $3,000,001 - $5,000,000 | 0.65% |
| Amounts over $5,000,000 | 0.50% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MERIDIAN FINANCIAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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