Meritage Wealth Advisory, LLC

Overview

Meritage Wealth Advisory, LLC is an independent, owner-operated registered investment adviser that serves both high-net-worth individuals and small institutions. The firm centers its business on financial planning, portfolio management for individuals and small businesses, and pension consulting. Its advisory relationships are largely non-discretionary, indicating the firm typically provides investment advice and plan design while clients retain final trading authority. Investment activity is concentrated in pooled public vehicles rather than bespoke private deals. The firm does not identify itself as an active ESG investor and is not structured as a multi-state or capital-allocating adviser. Fee arrangements include both a percentage-of-AUM component and fixed-fee engagements, aligning the firm with a fee-based advisory model rather than commission-driven brokerage solutions.

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Investments & Alternatives

Location & Offices