Scott Dauenhauer is a CFP-designated registered investment advisor at Meridian Wealth Management, INC, based in Murrieta, CA, with 20 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 68 clients with $100M 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 $300K | 0.70% |
| $300K - $600K | 0.50% |
| $600K - $1.0M | 0.30% |
| $1M+ | 0.25% |
The minimum asset management fee is $1,500 annually. Fees may be negotiable in certain circumstances.
Fee Estimator
Location
Murrieta, CA
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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
Scott receives royalties from his book and works part-time as treasurer for 403bwise.org, a non-profit educating public school employees on retirement programs. He dedicates about a quarter of his time to 403bwise.org.
Employment History
Current Registrations
Meridian Wealth Management, INC
State Registrations2 states
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