Sagepoint Financial

Name: Sagepoint Financial
Address: 105, East Idaho Avenue, Meridian, ID, 83642, meridian, NY, US
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Meridian, New York

📍 105, East Idaho Avenue, Meridian, ID, 83642, Meridian, New York

✦ Get a Free Quote 📞 Request a Callback

📍 105, East Idaho Avenue, Meridian, ID, 83642, Meridian, New York

About Sagepoint Financial

Sagepoint Financial is a financial advisor located in Meridian, New York. As a local financial advisor, they serve Meridian and surrounding communities in New York. Contact them through ProHorizon for a free quote.

Financial professionals in Meridian should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Meridian

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Meridian may vary based on the scope of work and provider.

Get a Free Quote from Sagepoint Financial

Tell us about your project and we'll connect you with verified local pros — 100% free.

✓ Your request has been sent! Local pros will contact you shortly.

✅ Tips for Hiring Financial Advisors in Meridian

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Meridian?

Financial Advisors in Meridian typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Meridian?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 0 financial advisors in Meridian to choose from.

Does Sagepoint Financial offer free quotes?

Contact Sagepoint Financial directly to ask about free estimates. You can also request a quote through ProHorizon.