Advisor at Meritas Wealth Management, LLC
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
Meritas Wealth Management, LLC
Location
Washington, DC
Credentials
CFP®
Industry experience
1 year
Cristi Tanner is a CFP® professional with five years of experience at Meritas Wealth Management, LLC. Prior to joining Meritas, she worked at the University of Georgia and Concord High School. Meritas Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm follows a fee-only model and emphasizes long-term diversification using no-load mutual funds and passive strategies guided by academic research and Modern Portfolio Theory.
Based on Meritas Wealth Management, LLC
Financial planning fixed fees negotiated individually, typically $4,000 to $7,000 for comprehensive plans
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Hourly rate ranges from $175 to $500 per hour depending on personnel
Consulting fees generally billed on retainer; retainer fee used for some accounts not meeting minimum annual fee
Minimum fee: Minimum annual fee of $10,000 per client, may be waived at discretion Fee-only: Fee-only financial planning and investment management; no commissions or finder's fees accepted
Washington, DC
California · District of Columbia
Meritas Wealth Management, LLC
2021 - Present (5 years)
University of Georgia
2017 - 2021 (4 years)
Concord High School
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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