CRD: 175393
Meridian Financial Services, Inc.
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-27-2015
- Office Locations
- 1
Office Locations
About Meridian Financial Services, Inc.
Meridian Financial Services (Lakewood Ranch, FL) provides holistic financial planning for individuals, couples, and families alongside all-in-one accounting for seed and early-stage startups. Led by husband-and-wife team Marc Hirtle, CFP and Mary Hirtle, CPA, MBA, the firm supports busy professionals and entrepreneurs, including white-glove planning for high-net-worth clients. Portfolios lean heavily on ETFs and public funds, with custody via Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 60 clients, or 60 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on February 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MARY Gloria HIRTLE
CFP, President
- CRD
- #6460900
- Ownership
- 50% but less than 75%
MARC MELVIN HIRTLE
CFP, Chief Compliance Officer, Chief Executive Officer
- CRD
- #2795999
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,719,125 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,719,125 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Meridian Financial Services, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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