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Meira Wealth

Updated today

Client assets under management

$305,521,413

Clients

179

51% high-net worth

Advisors

5

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

36

Low

Average account size

$1,706,824

About

Meira Wealth provides personalized, fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages roughly $318 million in discretionary client assets and operates with a team of five advisors.

The firm combines passive and active management within a Modern Portfolio Theory framework, documenting client objectives in Investment Policy Statements and typically managing accounts on a discretionary basis. Portfolios are implemented primarily with mutual funds and ETFs but may include individual equities, options and futures, and, notably for some separately managed accounts, the use of derivatives and borrowing (margin) as part of its strategies; the firm also evaluates and recommends alternative investments such as private funds, interval funds, and REITs when suitable.

Meira Wealth’s operations rely on several third‑party platforms and service providers — including an estate‑planning technology platform (Vanilla Technologies), the eMoney client portal, an outside portfolio consultant (Helios), trading/rebalancing support from Advisor Logistics, and fee administration by MTO Financial Services. The brochure discloses a recent consolidation of ownership under a single holding entity and operational practices such as Courtesy Accounts and standing transfer authorizations that may distinguish the firm from many peers.

Client services

Financial planning Portfolio management

Expertise

Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fee up to $5,000 for estate planning technology service (may be waived at firm's discretion).

Percentage

$0 - $2,000,000: 1.0% annually (Investment Management) $2,000,001 - $5,000,000: 0.7% annually (Investment Management) $5,000,001 - $10,000,000: 0.6% annually (Investment Management) $10,000,001 - $20,000,000: 0.5% annually (Investment Management) $20,000,001+: 0.4% annually (Investment Management)

Project-based

Hourly consulting fees available upon request (specific rates not disclosed).

Other

Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for Investment Management Services; $2,000 minimum fee for Financial Planning Services Fee-only: Strictly fee-only; no commissions or other compensation accepted.

Main office location

Meira Wealth

121 Alhambra Plaza, Suite 1000

Coral Gables FL 33134, United States

Number of offices

3

Most active in

California · Florida · Georgia · New Hampshire · New York · North Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Rubina H

CFP®

Palm Beach Gardens, FL

Meira Wealth

Rubina Hossain is a CFP® professional with five years of industry experience, currently serving at Meira Wealth since 2021. Her prior experience includes roles at Raymond James Financial Services Advisors, Hein Wealth & Tax Solutions, and Benchmark Financial. She is an author and editor on financial planning topics and volunteers pro bono financial advice through organizations such as Savvy Ladies and Minority Wealth Gap. Hossain also serves on the CFP Board examination committee and is a co-founder of the financial literacy nonprofit Conscious Wallet. Meira Wealth provides personalized financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach combines active and passive management with Modern Portfolio Theory principles, including the use of derivatives and limited leverage, and offers access to alternative investments for qualified clients.

Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments Founder/Business Owner
user avatar

Deborah B

CFP®, Series 66

Coral Gables, FL

Meira Wealth

Deborah Badillo is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently a financial advisor at Meira Wealth, where she has worked since 2018 through the firm’s transition from The Lubitz Financial Group. Outside of her advisory role, she volunteers with the Miami Obedience Club and serves as a board member for the Financial Planning Association of Miami. Meira Wealth provides personalized financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach combines active and passive management based on Modern Portfolio Theory and includes the use of derivatives and limited leverage for qualified clients.

Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments Founder/Business Owner
user avatar

Clinton M

CFP®, Series 65

Lakeway, TX

Meira Wealth

Clinton McCalla is a CFP® with 11 years of industry experience, currently serving at Meira Wealth since 2023. His prior roles include positions at HighTower Securities LLC, HighTower Advisors LLC, Fisher Investments, and managing his own practice, Wealth Planning Company of Texas. He volunteers as a committee member for the Lake Travis Independent School District CLASS Committee, engaging with district leadership on policy feedback. Meira Wealth provides personalized financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm combines active and passive management strategies rooted in Modern Portfolio Theory and is notable for integrating derivatives, limited leverage, and access to alternative investments for qualified clients.

Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments Founder/Business Owner
user avatar

Linda B

CFP®, Series 63

Coral Gables, FL

Meira Wealth

Linda Boone is a CFP® with 26 years of experience in financial advising. She is currently with Meira Wealth, where she has worked since 2021, following prior roles at Mosaic Financial Partners and The Lubitz Financial Group. Boone receives royalties from a published book on investment policy statements and serves as a trustee on the Miami Endowment Committee, participating in the selection of investment managers for a $20 million endowment fund. Meira Wealth provides personalized financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a blend of active and passive management strategies, including the use of derivatives and limited leverage, and offers access to alternative investments for qualified clients.

Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments Founder/Business Owner
user avatar

Jorge P

CFP®

Coral Gables, FL

Meira Wealth

Jorge Padilla is a CFP® professional with 13 years of experience, currently serving at Meira Wealth in Coral Gables, FL. He has been with the firm and its predecessor entities since 2011. Outside of his advisory role, he contributes to Blue Vault Partners as a Wealth Advisory Board Member and participates on the Product Advisory Board for Stratifi Technologies. Meira Wealth provides personalized financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm combines active and passive management strategies rooted in Modern Portfolio Theory and is notable for integrating derivatives, limited leverage, and access to alternative investments in client accounts.

Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments Founder/Business Owner
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