Gregg Clarke is a CFP-designated registered investment advisor at Meritas Wealth Management, LLC, based in San Rafael, CA, with 27 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 335 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Family accounts may be aggregated for fee calculation. All fees are negotiable, and some accounts operate under different fee schedules honoring prior agreements.
Fee Estimator
Location
3950 Civic Center Drive, Suite 210, San Rafael, CA, 94903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gregg is a mentor in the Residency Program for the Financial Planning Association since 2012. He develops and delivers financial planning case studies, dedicating minimal time to this activity.
Employment History
Current Registrations
Meritas Wealth Management, LLC
Previous Registrations
Willow Creek Financial Services, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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