Fee-only adviser · Santa Rosa, CA
Meritage Wealth Advisory, LLC
Meritage Wealth Advisory, LLC is a fee-only investment adviser registered with the securities regulator of California, with a mailing address in Santa Rosa, California (its office is a private residence, so the street address is not published). On its latest Form ADV, filed February 27, 2026, it reports $53M in regulatory assets under management, 32 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 147969 |
| Office | Santa Rosa, CA (mailing address; office not published) |
| Phone | (707) 755-3587 |
| Website | www.meritage-wealth.com |
| Regulatory assets under management | $53M |
| Individual clients | 16 non-high-net-worth, 16 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Santa Rosa
- Core Wealth Partners LLC $393M
- Sonoma Allocations $350M
- Madson Wealth Advisors Inc. $209M
- Clifford Financial Planning, Inc. $43M
- Ridgeview Financial Planning $110M
- Miles Brown Asset Management $73M
See all 12 fee-only advisers in Santa Rosa →
Nearby
- Windsor 2 firms
- Rohnert Park 1 firm
- Sebastopol 3 firms
- Calistoga 1 firm
- Healdsburg 1 firm
- Petaluma 9 firms
- Oakville 1 firm
- St. Helena 3 firms
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