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The fee is billed in advance and is negotiable.","source":"FORM ADV 2A, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Meridian Wealth Advisors use?","answer":"Meridian Wealth Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $882M and Raymond James & Associates, Inc. (St. Petersburg, FL), with $568M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Meridian Wealth Advisors have?","answer":"Meridian Wealth Advisors has 9 investment adviser representatives registered with state securities authorities, out of 12 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Meridian Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Meridian Wealth Advisors’ separately managed accounts held 34% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 16% pooled vehicles (private funds and similar), 12% cash and equivalents, 8% U.S. government and agency bonds and 6% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Meridian Wealth Advisors?","answer":"Meridian Wealth Advisors is owned through a holding company by Brian Noonan. Its direct owners are Meagan Moll, Joshua Galatzan, Kerwin Price and CRN Management, LLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Meridian Wealth Advisors get paid?","answer":"Meridian Wealth Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Meridian Wealth Advisors registered with the SEC?","answer":"Yes, Meridian Wealth Advisors has been registered with the SEC as an investment adviser since 4 March 2016. 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