Merit Financial Advisors

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Total assets under management

$10,576,048,244

Total clients

14,175

18% high-net worth

Total advisors

144

of 279 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$746,106

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Financial planning flat fees up to $80,000; Annual Trustee/Fiduciary Fee $16,500 to $18,000 plus additional asset-based fees

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% Above $250,000+: 1.00%

Project-based

Hourly rates for financial planning services, specific rates not stated

Subscriptions

Ongoing financial planning fees payable annually, quarterly, or monthly

Disclosures

Business activities & affiliations

Is 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.

Is not active or affiliated with:

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.

Main office location

Merit Financial Advisors

2400 Lakeview Parkway, Suite 550

Alpharetta GA 30009, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 678-867-7050

Advisors at this firm

Erin W

Series 65, Series 66

Southgate, MI

Merit Financial Advisors

Saraphina P

Series 66

Chicago, IL

Merit Financial Advisors

Shawn Q

Series 63, Series 65

Rockford, IL

Merit Financial Advisors

Randall K

ChFC®, Series 63, Series 65

Issaquah, WA

Merit Financial Advisors

Thomas G

Series 66

Albany, GA

Merit Financial Advisors

Joshua H

Series 66

Williamsport, PA

Merit Financial Advisors

Royce K

Series 66

Madison, WI

Merit Financial Advisors

Austin S

CFA®, Series 66

Sheboygan Falls, WI

Merit Financial Advisors

William M

Series 63, Series 66

Alpharetta, GA

Merit Financial Advisors

Brian G

Series 63, Series 65

Des Moines, WA

Merit Financial Advisors

Christina P

Series 66

Southgate, MI

Merit Financial Advisors

Sean M

Series 63

Boynton Beach, FL

Merit Financial Advisors

Brian A

CFA®, Series 65

Sheboygan Falls, WI

Merit Financial Advisors

Philip F

CFP®, Series 63, Series 65, Series 66

Alpharetta, GA

Merit Financial Advisors

Craig R

Series 63, Series 65

American Fork, UT

Merit Financial Advisors

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Call (201) 292-4557

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