M
Meta Wealth Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$172,057,328
Total clients
81
62% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
81
Average account size
$2,124,165
About
Meta Wealth Advisory serves individual and high-net-worth clients, offering integrated wealth management (investment management and financial planning) together with tax preparation and referrals to third‑party attorneys and accountants. The firm operates as a fee-only registered investment adviser and provides ongoing portfolio supervision and tailored financial plans for each client.
The firm follows an evidence-based investment approach that emphasizes diversification, asset allocation, and long-term risk management, and it manages client accounts on a discretionary basis while permitting client-imposed restrictions. Accounts are reviewed regularly and the firm relies on custodial relationships to execute and report trading activity and fee deductions.
Notably, Meta Wealth Advisory may employ borrowing within separately managed accounts, a practice the brochure links to increased leverage and interest-rate risks discussed in Item 8. The firm also discloses a willingness to pay all or a portion of third‑party professional fees (such as attorneys or accountants) for clients with complex tax or estate planning needs and offers in-house tax preparation services, a level of direct support for third‑party professional costs that the brochure describes in Item 5.
Client services
Financial planning
Portfolio management
Tax preparation
Expertise
Business ownership considerations
Debt management
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
$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.
Main office location
Meta Wealth Advisory
1954 Greenspring Dr, Suite 310
Timonium MD 21093, United States
Number of offices
1
Most active in
Meta Wealth Advisory has reported serving >5 clients in these states in the last 12 months.
Florida · Maryland · Pennsylvania · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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