Advisor at Meritis Wealth Management, Inc.
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Firm
Meritis Wealth Management, Inc.
Location
Potomac, MD 20854
Credentials
CFP®, Series 66
Industry experience
21 years
James Brown is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Meritis Wealth Management, Inc. since 2025 and previously worked at Wells Fargo under the Meritis Wealth Management name for ten years. He is also a licensed insurance agent, dedicating a small portion of his time to insurance sales and implementation of insurance recommendations. Meritis Wealth Management serves individuals, high-net-worth clients, trusts, estates, and businesses by offering discretionary investment management and comprehensive financial planning. The firm employs a long-term, fundamental analysis-based investment approach, typically using low-cost, diversified mutual funds and ETFs, and incorporates independent managers while maintaining discretionary authority.
Based on Meritis Wealth Management, Inc.
$0 - $1,000,000: 1.15% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.85% Over $10,000,000+: Negotiable
Up to $500 per hour for stand-alone financial planning services, negotiable.
Account minimum: $750,000 Fee-only: Investment advisory fees based on assets under management; no commissions on securities transactions.
12435 Park Potomac Ave, Suite 440
Potomac, MD 20854
Maryland · Texas
Meritis Wealth Management, Inc.
2025 - Present (1 year)
Wells Fargo d/b/a Meritis Wealth Management
2015 - 2025 (10 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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