Meadow Creek Wealth Advisors, LLC logo

Meadow Creek Wealth Advisors, LLC

Updated today

Client assets under management

$681,945,161

Clients

153

52% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

31

Very Low

Average account size

$4,457,158

About

Meadow Creek Wealth Advisors serves high‑net‑worth individuals, estates, trusts, foundations and charitable institutions with advisory services that include portfolio management, limited financial planning, retirement plan consulting and project‑based consulting. The firm offers both discretionary and non‑discretionary portfolio management, supplemental financial planning work, and periodic reports to clients as part of its managed account program.

The firm’s process begins with a Financial Review and an Investment Plan that set portfolio allocation and risk/return expectations, and investment decisions are made by an investment committee that monitors managers and implements strategies across client accounts. Meadow Creek uses third‑party Separate Account Managers when appropriate and maintains both discretionary and non‑discretionary relationships — as of year‑end reporting the firm managed roughly $364.6 million on a discretionary basis and $363.5 million on a non‑discretionary basis, meaning a larger‑than‑typical share of assets require client approval before trades are executed.

Distinctive features disclosed in the brochure include registered insurance activity and a formal process for managing client annuities (including 1035 exchanges onto a DPL platform) with associated commission relationships disclosed to clients, and arrangements to recommend third‑party managers whose practices and fees may differ from Meadow Creek’s. The firm also notes operational practices that can involve margin/borrowing and manager‑specific strategies and billing (with manager disclosures provided in those managers’ ADV brochures), so prospective clients should review manager supplements and custodian statements to understand any use of leverage or derivative strategies.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Income planning Annuities Cash flow / budgeting

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning fixed fees ranging from $2,500 to $10,000.

Percentage

$0 - $999,999: 2.00% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.80% $5,000,000 - $9,999,999: 0.70% $10,000,000 - $19,999,999: 0.50% $20,000,000+: 0.40%

Project-based

Financial planning and general consulting hourly rates from $350 to $650 per hour.

Other

Account minimum: $1,000,000 Fee-only: Financial planning fixed fees ranging from $2,500 to $10,000; hourly fees ranging from $350 to $650 per hour.

Main office location

Meadow Creek Wealth Advisors, LLC

4200 Northside Parkway, Bldg 14, Ste 250

Atlanta GA 30327, United States

Number of offices

1

Most active in

Alabama · Florida · Georgia · Louisiana · North Carolina · Tennessee

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Willem Jau H

Series 66

Atlanta, GA

Meadow Creek Wealth Advisors, LLC

Willem Jau Hattink is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, with 21 years of industry experience. He holds a Series 66 designation and has worked at Meadow Creek since 2018, following roles at SunTrust Advisory Services and SunTrust Bank. Outside of advising, he is a part-owner and manager of a healthcare business, Hemo LLC. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million for about 153 clients. The firm offers portfolio management, limited financial planning, retirement plan consulting, annuity management, and project-based consulting, with a notable approach that includes both discretionary and non-discretionary asset management and the use of derivatives and margin within separately managed accounts.

General retirement planning Income planning Annuities Cash flow / budgeting Founder/Business Owner Executive
user avatar

Kristin R

CFA®, Series 63

Atlanta, GA

Meadow Creek Wealth Advisors, LLC

Kristin Ribic is a CFA® charterholder and Series 63 licensee with seven years of industry experience. She has worked at Meadow Creek Wealth Advisors since 2018 and previously was with Wells Fargo Private Bank from 2013 to 2018. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million for approximately 153 clients. The firm offers portfolio management, limited financial planning, retirement plan consulting, and annuity management, implementing portfolios on both discretionary and non-discretionary bases with a five-advisor team.

General retirement planning Income planning Annuities Cash flow / budgeting Founder/Business Owner Executive
user avatar

Katherine H

Series 66

Atlanta, GA

Meadow Creek Wealth Advisors, LLC

Katherine Howard is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 designation with eight years of industry experience. Her prior roles include positions at Balentine, Truist Investment Services, and SunTrust Advisory Services. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million across approximately 153 clients with a five-advisor team. The firm offers portfolio management, limited financial planning, retirement plan consulting, annuity management, and project-based consulting, with a notable approach that includes both discretionary and non-discretionary asset management and the use of derivatives and margin within separately managed accounts.

General retirement planning Income planning Annuities Cash flow / budgeting Founder/Business Owner Executive
user avatar

Kenneth B

Series 63, Series 65

Atlanta, GA

Meadow Creek Wealth Advisors, LLC

Kenneth Budd is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 41 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. He has an ownership interest in McShan Timberlands, LLC, a timberland investment, which he occasionally receives distributions from. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million with a five-advisor team. The firm offers portfolio management, financial planning, retirement plan consulting, annuity management, and project-based consulting, using both discretionary and non-discretionary portfolio implementation.

General retirement planning Income planning Annuities Cash flow / budgeting Founder/Business Owner Executive
user avatar

Owen D

Series 65

Atlanta, GA

Meadow Creek Wealth Advisors, LLC

Owen Douglas is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. His career includes multiple roles at Meadow Creek Wealth Advisors since 2019 and prior experience at Sun Trust Bank from 2016 to 2019. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million for approximately 153 clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity management, and project-based consulting, utilizing both discretionary and non-discretionary approaches and incorporating strategies such as third-party managers, derivatives, and margin within accounts.

General retirement planning Income planning Annuities Cash flow / budgeting Founder/Business Owner Executive
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