Fee-only adviser · San Rafael, CA
Meritas Wealth Management, LLC
Meritas Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in San Rafael, California. On its latest Form ADV, filed October 6, 2026, it reports $619M in regulatory assets under management, 324 individual clients and 5 employees who give 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 | SEC-registered |
|---|---|
| Firm CRD number | 148565 · SEC file 801-69687 |
| Office | 3950 Civic Center Drive Suite 210 San Rafael, CA 94903 |
| Phone | (415) 300-4560 |
| Website | www.meritaswealth.com |
| Regulatory assets under management | $619M |
| Individual clients | 152 non-high-net-worth, 172 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 12 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 6, 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 high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- 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 San Rafael
- Westhill Financial Advisors, Inc. $789M
- Fiduciary Financial Group, LLC $1.1B
- Stewart Wealth Management, Inc. $582M
- Shira Ridge Wealth Management $366M
- Capital Trust Advisors $403M
- Spectrum Financial Management $278M
See all 26 fee-only advisers in San Rafael →
Nearby
- Corte Madera 3 firms
- Larkspur 6 firms
- Ross 2 firms
- Greenbrae 5 firms
- Kentfield 2 firms
- San Anselmo 2 firms
- Mill Valley 14 firms
- Tiburon 4 firms
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