Merited Wealth, LLC
Merited Wealth, LLC, established in May 2019 by Stephen Anthony Taylor, JD, CFP®, offers asset management services focusing on exchange-traded equities, diversified mutual funds, and ETFs. The firm tailors portfolios to meet clients' investment goals, with no custody of client funds. Merited Wealth provides financial planning services covering various topics, such as investment planning, retirement planning, and tax planning, under hourly or flat fee arrangements. Clients can place reasonable restrictions on investments in their portfolios. The firm's investment strategies are primarily long-term focused, with the option for clients to change objectives. Merited Wealth does not accept performance-based fees and acts as a fiduciary for retirement accounts, ensuring advice is in clients' best interests. The firm does not have a minimum investment account size but requires a minimum fee. Merited Wealth does not have custody of assets and does not share personal information for marketing purposes. Clients have the right to limit information sharing and can request a copy of the Privacy Policy annually. For more details, contact Merited Wealth at 305-722-0091 or [email protected].
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