Advisor at Meredith Wealth Planning
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Firm
Meredith Wealth Planning
Location
Maryville, IL 62062
Credentials
CFP®, CFA®, Series 66
Industry experience
7 years
Richard Wimmer Jr. is a CFP® and CFA® charterholder with seven years of industry experience. He is currently an advisor at Meredith Wealth Planning, where he has worked since 2022. His prior experience includes roles at Silicon Hills Wealth Management, Matter Family Office, Buckingham Strategic Wealth, and Wells Fargo Bank NA. Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. The firm primarily follows a passive investment approach, building diversified portfolios with index mutual funds and ETFs, and manages approximately $478.7 million in discretionary assets with a small advisory team.
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
Meredith Wealth Planning
2022 - Present (4 years)
Silicon Hills Wealth Management, Llc
2021 - 2022 (1 year)
Matter Family Office
2019 - 2021 (2 years)
SELF EMPLOYED
2018 - 2019 (1 year)
Buckingham Strategic Wealth
2017 - 2018 (1 year)
Wells Fargo Bank Na
2014 - 2017 (3 years)
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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
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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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