Meridian Wealth Management
47yrs
Top advisor by experience in Lexington
7yrs
Michael Elder
Financial advisor at Abri
Michael Elder is a fiduciary financial advisor in Lexington, Kentucky, with 7 years in the industry. Michael joined Abri in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Abri reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 621 advisors with offices in Lexington, and one of 568 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?More experience than 57% of advisors at Abri
Office333 E Short St. #210, Lexington, KY 40507
FirmAbri
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$421,640
Advisors at the firm7
States licensed ?1 state
Services through Abri
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2025 – nowAbri LLCCurrent firm
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Abri at (859) 636-6140 and ask for Michael Elder. Michael works from the Lexington, KY office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2020, about 7 years. More experience than 57% of advisors at Abri.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Abri reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Michael 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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