Advisor at Meenes Wealth Partners
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Firm
Meenes Wealth Partners
Location
Shrewsbury, MA
Credentials
CFP®, Series 66
Industry experience
14 years
Jeffrey Meenes is a CFP® and Series 66-registered advisor with 14 years of industry experience. He is the sole advisor at Meenes Wealth Partners and has been involved with Blueprint Financial Planning, LLC since 2010. Meenes Wealth Partners is an independent firm offering flat-fee, fiduciary wealth management and comprehensive financial planning to individuals and families without a net-worth minimum. The firm emphasizes asset allocation based on Modern Portfolio Theory and employs a primarily non-discretionary approach, using retainer and project-based pricing instead of percentage-of-assets fees.
Based on Meenes Wealth Partners
Based on Meenes Wealth Partners
Flat annual advisory fee for ongoing financial planning and investment management services; one-time financial plan design fee; project-based fees.
Fee-only: Flat annual advisory fees generally range from $8,750 to $21,000 per year; one-time financial plan design fee typically ranges from $6,000 to $12,000; project-based fees generally range from $6,000 to $12,000 per project.
Shrewsbury, MA
Massachusetts
Blueprint Financial Planning, LLC
2010 - Present (16 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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