Andrew Pendergrass
Advisor at Meriwether Wealth & Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Meriwether Wealth & Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Minden, LA 71055
Credentials
CFP®, Series 66
Industry experience
11 years
Andrew Pendergrass is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Meriwether Wealth & Planning, LLC since 2021 and previously held roles at Argent Trust Company, Argent Advisors, Inc., and LPL Financial. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and consulting, using a combination of model allocations and individualized recommendations across a variety of investment vehicles.
Based on Meriwether Wealth & Planning, LLC
Based on Meriwether Wealth & Planning, LLC
Financial planning and consulting fixed fees between $1,000 and $25,000; ongoing planning fees charged monthly or quarterly.
$1 - $500,000: 1.25% $501,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001+: 0.70%
Hourly fees for financial planning and consulting services between $150 and $500 per hour.
Fee-only: Financial planning and consulting services fixed fee between $1,000 and $25,000; hourly fees between $150 and $500 per hour; ongoing planning fees payable monthly or quarterly.
1000 Broadway St
Minden, LA 71055
Louisiana · Texas
Meriwether Wealth & Planning, LLC
2021 - Present (5 years)
Argent Trust Company
2015 - 2021 (6 years)
Argent Advisors, Inc.
2015 - 2021 (6 years)
LPL Financial
2015 - 2020 (5 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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