Meridian Wealth Advisors, LLC

Meridian Wealth Advisors, LLC (MWA) is a registered investment adviser based in Albuquerque, NM, established in 2006. The firm, led by founder Scott Floersheim, manages assets totaling approximately $144,880,441 across 257 accounts, with both discretionary and non-discretionary management options available. MWA offers wealth management services, including investment policy statement design, portfolio evaluation, and continuous monitoring. Additionally, the firm provides financial planning services, addressing areas such as tax planning, retirement analysis, and investment alternatives. MWA primarily recommends portfolios of no-load mutual funds and exchange-traded funds, with a focus on Dimensional Fund Advisors (DFA) products. The firm operates as a fiduciary under ERISA guidelines, acting in the best interests of clients. MWA charges fees based on a percentage of assets under management, with a minimum annual fee of $10,000. Financial planning fees range from $5,000 to $20,000, depending on complexity. MWA does not charge performance-based fees and does not accept referral fees. The firm does not vote on client securities proxies and does not vote on behalf of clients. Clients retain responsibility for voting proxies and legal proceedings related to their securities. MWA does not have any financial commitments that would impair its ability to meet client obligations.