Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$618,946,502
Total clients
324
53% high-net worth
Total advisors
6
of 12 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
54
Average account size
$1,910,329
Meritas Wealth Management provides fee-only investment management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm manages discretionary portfolios under written Investment Policy Statements and reports it oversees over $618 million for a few hundred client relationships.
Meritas’ investment approach emphasizes strategic asset allocation and long-term, buy-and-rebalance portfolios built primarily from no-load mutual funds and institutional share classes, with rebalancing reviewed around a 20% drift trigger and discretionary adjustments for tax or cash-flow needs. Financial planning is delivered as a written plan that is often engaged alongside investment management and draws on scenario modeling and input from the client’s other professional advisors.
Distinctive operational features include regular use of Dimensional Funds Advisors’ institutional funds and ongoing educational, research, and client-event support from fund providers, and reliance on Schwab’s institutional custody and technology platform for trading and reporting. The firm notes it may have varying custody arrangements — including limited fee-deduction authority and, in some instances, access via client online credentials subject to independent surprise examinations — and discloses third-party operational and trading support relationships.
Financial planning fixed fees negotiated individually, typically $4,000 to $7,000 for comprehensive plans
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Hourly rate ranges from $175 to $500 per hour depending on personnel
Consulting fees generally billed on retainer; retainer fee used for some accounts not meeting minimum annual fee
Minimum fee: Minimum annual fee of $10,000 per client, may be waived at discretion Fee-only: Fee-only financial planning and investment management; no commissions or finder's fees accepted
Meritas Wealth Management, LLC
3950 Civic Center Drive, Suite 210
San Rafael CA 94903, United States
Number of offices
3
California · District of Columbia · Louisiana · South Carolina · Texas · Washington
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.
CFP®
San Rafael, CA
Meritas Wealth Management, LLC
CFP®
San Rafael, CA
Meritas Wealth Management, LLC
CFP®
San Rafael, CA
Meritas Wealth Management, LLC
Series 65
San Rafael, CA
Meritas Wealth Management, LLC
CFP®
San Rafael, CA
Meritas Wealth Management, LLC
CFP®
Washington, DC
Meritas Wealth Management, LLC
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