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Advisors / Virginia / Herndon
8yrs

Berkeley Meredith

Financial advisor at Hughes Financial Services

Based in Herndon, Virginia, Berkeley Meredith is a fiduciary financial advisor with 8 years of industry experience. Berkeley joined Hughes Financial Services in 2018, a firm offering financial planning, investment management, and selecting outside investment managers. Berkeley holds the CFP® designation.

One of 80 advisors with offices in Herndon, and one of 72 fiduciaries.

Herndon, VA 20171CFP®Fiduciary advisor
Call the officeDirections

At a glance

Experience8 years (since 2018)
How that compares ?8 years in the industry
Office2201 Cooperative Way Suite 150, Herndon, VA 20171
How the firm is paid ?Percent of assets
Typical client at the firm ?$905,273
Advisors at the firm9
States licensed ?1 state

Services through Hughes Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 2018 – now

Questions to ask Berkeley

Tailored to Berkeley’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Berkeley

How do I contact Berkeley?

Call Hughes Financial Services at (703) 669-3660 and ask for Berkeley Meredith. Berkeley works from the Herndon, VA office.

How long has Berkeley been a financial advisor?

Berkeley has been in the industry since 2018, about 8 years. 8 years in the industry.

What licenses does Berkeley hold?

Series 65. Tap any license on this page to see what it allows.

Is Berkeley a fiduciary?

Berkeley is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Berkeley paid?

Hughes Financial Services reports being paid by a percentage of the assets they manage. Ask Berkeley for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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