Advisor at Meredith Wealth Planning
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.
Firm
Meredith Wealth Planning
Location
Maryville, IL 62062
Credentials
CFP®, Series 63, Series 66
Industry experience
15 years
Mark Meredith is a CFP® with 15 years of industry experience. He is the principal advisor at Meredith Wealth Planning, where he has worked since 2019. Prior to founding his firm, he spent eight years at Raymond James Financial Services Advisors Inc. and The Bank of Edwardsville. Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. The firm primarily uses a passive investment approach, constructing diversified portfolios with index mutual funds and ETFs tailored to clients’ goals and risk tolerances.
Based on Meredith Wealth Planning
Flat annual fee of $6,600 annually ($550 monthly) for Wealth Planning services; Fixed fees $1,000-$6,000 for limited scope financial planning
Minimum fee: Flat annual fee of $6,600 annually ($550 monthly) for Wealth Planning services, negotiable Fee-only: Fixed fees ranging from $1,000 to $6,000 for limited scope financial planning services, negotiable
6300 East Main Street
Maryville, IL 62062
Florida · Illinois · Missouri · Texas
Meredith Wealth Planning
2019 - Present (7 years)
Raymond James Financial Services Advisors Inc.
2011 - 2019 (8 years)
Raymond James Financial Services
2011 - 2019 (8 years)
The Bank Of Edwardsville
2011 - 2019 (8 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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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.
Series 63, Series 65
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