Carmen Hodnett
Carmen Hodnett is a registered investment advisor at Meridian Wealth Management, LLC, based in Kissimmee, FL, with 23 years of industry experience. Carmen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 5,533 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.0% to 2.0% annually and are negotiable based on account complexity and the level of service provided.
Fee Estimator
Location
Kissimmee, FL
Get directionsHistory
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 ActivitiesSells Insurance
Carmen is an insurance producer for Meridian Insurance LLC, selling life insurance and annuities, dedicating a few hours per week. She is also a managing member of CMHL3, LLC for business tax purposes, spending minimal time on this activity.
Employment History
Current Registrations
Meridian Wealth Management, LLC
Previous Registrations
Southport Capital
Principal Securities, INC.Broker
Princor Financial Services CorporationBroker
Dunwoody Brokerage Services, INC.Broker
Manequity, INC.Broker
State Registrations1 state
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
More Advisors
- Shannon Boyle, CFPMissionsquare Wealth Management
- William Pancake, ChFCState Farm Investment Management CORP.
- Jose Cerda, ChFCState Farm Investment Management CORP.