AdvisorRanked
100
Clean

MEEDER ADVISORY SERVICES, INC.

6125 MEMORIAL DR, DUBLIN, OH 43017
Fiduciaryfee-onlySEC Registered
866-633-3371 Http://meederinvestment.com CRD #106814
$2.9B
Assets Managed
54
Clients
73
Employees
35
Years Active
since 1991

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46122. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 35 years.

Firm Details

Legal NameMEEDER ADVISORY SERVICES, INC.
CRD Number#106814
SEC RegisteredYes
Registration Date1991-10-23
States RegisteredOH
Assets Under Management$2.9B
Number of Clients54
Employees73
Compensation Typefee-only
Last ADV Filing46122

Other Advisors in DUBLIN

View all advisors in DUBLIN

Frequently Asked Questions

Is MEEDER ADVISORY SERVICES, INC. a fiduciary?

Yes. MEEDER ADVISORY SERVICES, INC. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does MEEDER ADVISORY SERVICES, INC. charge clients?

MEEDER ADVISORY SERVICES, INC. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does MEEDER ADVISORY SERVICES, INC. have any complaints?

No. MEEDER ADVISORY SERVICES, INC. has zero complaints or disciplinary actions on file with the SEC or FINRA across 35 years of operation.

How does MEEDER ADVISORY SERVICES, INC. compare to other advisors in DUBLIN?

MEEDER ADVISORY SERVICES, INC. has a Red Flag Score of 100/100. There are 17 registered advisory firms in DUBLIN. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46122. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.