Advisor at Meridian Wealth Advisors, 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
Meridian Wealth Advisors, LLC
Location
Albuquerque, NM 87122-2969
Credentials
CFP®, PFS™, Series 66
Industry experience
19 years
Scott Floersheim is a CFP® and PFS™ credentialed advisor with 19 years of experience at Meridian Wealth Advisors, LLC and over 35 years as owner of Scott Floersheim, Ltd., an accounting firm. He has served as the sole advisor at Meridian Wealth Advisors since 2006. Outside of his advisory role, he dedicates time weekly to managing his accounting practice. Meridian Wealth Advisors, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, corporations, and trusts. The firm employs a long-term, consultative asset allocation strategy emphasizing passive mutual funds and ETFs, managing approximately $145 million across 257 accounts with a focus on non-discretionary management.
Based on Meridian Wealth Advisors, LLC
Financial planning fixed fees typically ranging from $5,000 to $20,000 plus applicable NM Gross Receipts Tax
$0 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 0.60% $3,000,001+: 0.30%
Minimum fee: $12,000 annually plus applicable New Mexico Gross Receipts Tax
9400 Holly Avenue Ne, Building 4
Albuquerque, NM 87122-2969
New Mexico · Texas
Meridian Wealth Advisors, LLC
2006 - Present (20 years)
Scott Floersheim, Ltd.
1991 - Present (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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