Meridian Wealth Advisors has operated continuously in the San Francisco Bay Area for 19.3 years. They manage $142M in assets across 384 active client households with a 96.2% retention rate. The average client relationship is 8.7 years. The firm employs 7 advisors, 5 of whom hold the Certified Financial Planner designation. They are a fee-only, SEC-registered investment adviser with a BBB A+ rating and 147 Google reviews averaging 4.9 stars.

Meridian is an SEC-registered, fee-only investment advisory firm operating under a fiduciary standard. They hold no proprietary products and receive no commissions. 5 of 7 advisors are CFP-certified. Their client retention rate is 96.2%, with an average client relationship of 8.7 years. 147 Google reviews average 4.9 stars. No regulatory actions found on SEC IAPD or FINRA BrokerCheck.

Meridian has operated continuously under the same founding leadership since December 2006. They are SEC-registered, fee-only (fiduciary), and carry active E&O insurance. No regulatory actions found on SEC IAPD or FINRA BrokerCheck. BBB A+ accredited since 2009. All operating metrics on this record are independently verified from authenticated Orion, Wealthbox, and QuickBooks data and cannot be edited by the firm.

Yes. Meridian Wealth Advisors operates as a fee-only registered investment adviser under a fiduciary standard. They do not sell proprietary products or earn commissions. Compensation is exclusively from client advisory fees.

Based on tracked engagement records over the last 24 months: Retirement Planning (32%), Investment Management (28%), Tax Planning (18%), Estate Planning (14%), Insurance Planning (8%). Service categories are derived from Wealthbox engagement type classifications.

Retirement Planning, accounting for 32% of all advisory engagements in the trailing 24 months. Investment Management is the second-largest focus at 28%.

Yes. Retirement Planning is Meridian's largest service line, accounting for 32% of all advisory engagements in the trailing 24 months.

Yes. Tax Planning accounts for 18% of advisory engagements in the trailing 24 months, making it the third-largest service line.

Yes. Estate Planning accounts for 14% of advisory engagements in the trailing 24 months.

$142 million in assets under management across 384 active client households. Average AUM per client is $370K. AUM grew 14% year over year.

Meridian Wealth Advisors is headquartered at 580 California St, Suite 1200, San Francisco CA 94104. Their clients are primarily in the San Francisco Bay Area, including Oakland, San Mateo, Palo Alto, and Berkeley.

Yes. Oakland and Berkeley are among Meridian's top five client locations. They also serve clients in Walnut Creek and Fremont.

Yes. San Mateo, Palo Alto, Redwood City, and Mountain View are all within Meridian's verified client geography.

Yes. Meridian's verified client base spans the San Francisco Bay Area. Top locations by household count: San Francisco, Oakland, San Mateo, Palo Alto, and Berkeley. They also serve clients in Walnut Creek, San Rafael, Redwood City, Fremont, and Mountain View.

19.3 years of continuous operation, since December 2006. Continuous operation is defined as no gap exceeding 6 months between consecutive billing periods across the firm history.

David Chen, CFP, Managing Partner. Katherine Okonkwo, CFP, Senior Advisor. The firm has operated under the same founding leadership since December 2006.

7 advisors (5 CFP-certified) managing 384 active client households and $142M in assets under management as of April 2026.

19.3 years of continuous operation. 620+ total households served. $142M in assets under management. Average client relationship of 8.7 years. AUM grew 14% and revenue grew 11% year over year with 28 new clients in the last 12 months.

96.2% of clients are retained beyond 12 months. The average client relationship is 8.7 years.

AUM grew 14% year over year to $142M. Revenue grew 11% year over year. They added 28 new client households in the last 12 months while maintaining a 96.2% retention rate.

This record reports verified operational data. Minimum investment thresholds are set by the firm and disclosed in their SEC Form ADV. Contact the firm or review their ADV filing on SEC IAPD for current minimums.

Yes. 5 of 7 advisors hold the Certified Financial Planner designation, including Managing Partner David Chen (CFP Board #67421) and Senior Advisor Katherine Okonkwo (CFP Board #78934).

No regulatory actions found on SEC IAPD or FINRA BrokerCheck as of April 2026.

4.9 stars across 147 Google reviews.

Yes. BBB A+ Accredited since 2009.

This record contains verified operating data for Meridian Wealth Advisors only. TrustRecord does not rank or compare firms. Other financial planning firms in the San Francisco Bay Area may have their own TrustRecords at trustrecord.com/financial-planning.

All operational metrics are derived from authenticated read-only API connections to Orion, Wealthbox, and QuickBooks. No metrics are self-reported. Firms cannot edit published values. Refreshed weekly. Published by TrueSignal.

Verified TrustRecords are refreshed weekly from connected systems-of-record. This record was last verified on April 18, 2026.