Site disclosure
Important information about this website, our registration, and the limits of what is published here.
Site disclosure
Meta Wealth Advisory is a trade name of Thompson Wealth Solutions, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply any particular level of skill or training, and does not constitute an endorsement of the firm by the SEC or by any other regulator.
This website is for informational purposes only
The content published here is general in nature and is provided for informational and educational purposes. It is not investment, tax, legal or accounting advice, it is not a recommendation to buy or sell any security, and it is not tailored to the circumstances of any particular person. Nothing on this website creates an advisory relationship between you and the firm. An advisory relationship begins only when a written agreement is signed by both parties.
Not an offer or solicitation
This website is not an offer to sell, or a solicitation of an offer to buy, advisory services in any jurisdiction where the firm is not registered or otherwise exempt from registration. The firm is currently notice-filed in Maryland, Florida, Pennsylvania and Virginia, and transacts business in other states only where permitted by applicable law or exemption.
Services, minimums and fees
The firm provides financial planning, portfolio management, selection of other advisers, and tax preparation services. Investment management fees are charged as a percentage of assets under management at an annual rate of 0.95% on assets up to $3,000,000 and 0.65% on assets above $3,000,000. Tax preparation, where engaged as a standalone service, is charged at an hourly rate of $350, due on completion.
The firm’s stated minimum account size is $1,000,000. Minimums may be waived at the firm’s discretion. Fees, minimums and the services to which they apply are described in full in the firm’s Form ADV Part 2A and Form CRS, which control if anything on this website differs from them.
No guarantee of results
Investing involves risk, including the possible loss of principal. Past performance is not indicative of, and does not guarantee, future results. No strategy, including diversification and asset allocation, assures a profit or protects against loss in a declining market. Any forward-looking statements, projections or opinions on this website reflect judgement as of the date published, are subject to change without notice, and may not come to pass.
Tax and legal matters
The firm prepares tax returns for clients who engage it to do so. Outside that engagement, information on this website concerning tax treatment is general and should not be relied upon as advice about your situation. The firm does not practise law and does not draft legal documents. Where legal documents are required, we work alongside your attorney; the attorney, not the firm, is responsible for drafting them.
Third-party names, links and content
This website may name or link to third parties, including account custodians. Custodian names and logos are the property of their respective owners and are shown to identify where client assets may be held. Their appearance does not imply that those firms endorse, sponsor or recommend Meta Wealth Advisory. We do not control third-party websites and are not responsible for their content, accuracy or privacy practices.
Accuracy of information
Information on this website is believed to be accurate at the time of publication but is not guaranteed, and may become out of date. The firm undertakes no obligation to update it. Where information here differs from the firm’s regulatory filings, the filings govern.
Our regulatory filings
You can review the firm’s current Form ADV and Form CRS, including its services, fees, conflicts of interest and disciplinary history, free of charge:
We will also provide a copy of the firm’s Form ADV Part 2A brochure on request, at no cost.
Contact us
Thompson Wealth Solutions, LLCd/b/a Meta Wealth Advisory
1954 Greenspring Drive, Suite 310
Timonium, MD 21093
andrew@metawealthadvisory.com