Meagan Moll is a CFP-designated registered investment advisor at Meridian Wealth Advisors, LLC, based in Austin, TX, with 19 years of industry experience. Meagan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 318 clients with $1.5B 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.55% |
Fee is negotiable for amounts over $20,000,000. Certain legacy clients may be billed under a different fee schedule. The total blended fee, including the Advisor’s fee and the TPMM’s fee, will not exceed 2.00% annually.
Fee Estimator
Location
3600 North Capital of Texas Highway, Building B, Suite 150, Austin, TX, 78746
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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 →Employment History
Current Registrations
Meridian Wealth Advisors, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Frost Brokerage Services, INC.Broker
State Registrations1 state
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