Advisor at Meta Wealth Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Meta Wealth Advisory
Location
Timonium, MD 21093
Credentials
CFP®, Series 63, Series 66
Industry experience
23 years
Andrew Thompson is a CFP® with 23 years of experience in the financial services industry. He is the sole advisor at Meta Wealth Advisory, a firm he established after 17 years at SC&H Financial Advisors, Inc. and SC&H Group, Inc. Meta Wealth Advisory provides integrated wealth management services to individual and high-net-worth clients, combining investment management, financial planning, and tax preparation. The firm employs an evidence-based investment approach focused on diversification and long-term risk management, with portfolio supervision that includes quarterly reviews and individualized investment policies.
Based on Meta Wealth Advisory
Based on Meta Wealth Advisory
$0 - $3,000,000: 0.95% $3,000,001+: 0.65%
$350 per hour for Tax Preparation Services, negotiable or waivable.
Account minimum: $1,000,000 Fee-only: Fee-only firm; advisory fees are the only compensation received from clients.
1954 Greenspring Dr, Suite 310
Timonium, MD 21093
Maryland
Thompson Wealth Solutions, LLC dba Meta Wealth Advisory
2025 - Present (1 year)
SC&H Financial Advisors, Inc.
2008 - 2025 (17 years)
SC&H Group, Inc.
2008 - 2025 (17 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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