MERIDIAN FINANCIAL PARTNERS LLC

39 South 4th Street
Warrenton, Virginia 20186
Tel: (540)-878-5416

About MERIDIAN FINANCIAL PARTNERS LLC

MERIDIAN FINANCIAL PARTNERS LLC, formally registered with the SEC as MERIDIAN FINANCIAL PARTNERS LLC. The firm was established in 03/04/2016. They have over 2 offices throughout the country.

MERIDIAN FINANCIAL PARTNERS LLC is a Warrenton, Virginia based Financial Planning firm with nearly $400,821,220 assets under management, offering retirement planning & investment advisory services to 1227 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281969
SEC#	801-107287
Assets Managed by Firm	$400,821,220
No. of Clients	1227
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1227	$400,821,220
Individuals (other than high net worth individuals)	248	$39,992,979
High net worth individuals	238	$341,930,482
Pension and profit sharing plans	Fewer than 5 clients	$287,135
Charitable organizations	11	$18,070,090
Corporations or other businesses	Fewer than 5 clients	$540,534

More Retirement Planning firms in Warrenton, Virginia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
INVESCO ADVISERS, INC. 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309	$746,325,416,693	38517	2895
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

Explore More Retirement Advisors in Warrenton, Virginia

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.