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Meehan Wealth Advisors, LLC

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Client assets under management

$0

Clients

5

100% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

3

Very Low

Average account size

$0

About

Meehan Wealth Advisors provides financial planning and referral services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities, with its client work concentrated among high‑net‑worth individuals. The firm does not manage client assets, take custody, or accept discretionary investment authority; instead it coordinates planning and refers clients to outside investment advisors for implementation.

MWA’s work focuses on tailored financial plans that address cash management, retirement, tax, estate and charitable giving needs; planning engagements are billed as annual flat fees or hourly project fees and are typically completed within six months. For investment management, the firm enters written solicitation arrangements with independent investment advisors, discloses shared management fees received from those advisors, and does not employ percentage‑of‑AUM or performance‑based fees in its own compensation model.

A notable feature of the firm is its accounting background: the firm’s principals were partners in Meehan & Associates, a certified public accounting practice that was dissolved as of 12/31/2025, and supervised persons hold CPA credentials, which informs its emphasis on tax and planning integration. Compared with many peers, MWA operates primarily as a planning‑and‑referral adviser rather than a direct portfolio manager and explicitly does not provide portfolio management for individual clients.

Client services

Financial planning Selection of other advisers

Expertise

General retirement planning General tax planning Charitable giving & philanthropy Cash flow / budgeting

Fee options

Fixed

Annual flat/fixed fee ranges from $2,000 to $10,000 for financial planning

Project-based

Hourly fees range from $175 to $375 per hour for financial planning

Other

Minimum fee: Annual flat/fixed fee ranges from $2,000 to $10,000 for financial planning Fee-only: Financial planning fees charged as annual flat/fixed fees ($2,000 to $10,000) or hourly fees ($175 to $375 per hour)

Main office location

Meehan Wealth Advisors, LLC

Sea Girt NJ, United States

Number of offices

1

Most active in

More info

New Jersey

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 856-912-3025

Advisors at this firm

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Sue M

Series 65

Sea Girt, NJ

Meehan Wealth Advisors, LLC

Sue Meehan is a financial advisor at Meehan Wealth Advisors, LLC with 13 years of industry experience. She holds a Series 65 designation and has been working at Meehan Wealth Advisors since 2012. Prior to this, she has been associated with Meehan & Associates, a certified public accounting practice, since 1984. Meehan Wealth Advisors provides financial planning and referral services primarily to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on tailored financial plans addressing cash management, retirement, tax, estate, and charitable giving needs, and refers clients to independent investment advisors for asset management.

General retirement planning General tax planning Charitable giving & philanthropy Cash flow / budgeting
user avatar

Richard M

Series 65

Sea Girt, NJ

Meehan Wealth Advisors, LLC

Richard Meehan is a Series 65-licensed financial advisor with 13 years of experience at Meehan Wealth Advisors, LLC, where he has worked since 2012. He also has a long-standing history with Meehan & Associates, a certified public accounting practice active since 1984. Meehan Wealth Advisors provides financial planning and referral services primarily to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on tailored financial plans covering cash management, retirement, tax, estate, and charitable giving needs, and operates mainly as a planning-and-referral adviser, coordinating with independent investment advisors for portfolio management.

General retirement planning General tax planning Charitable giving & philanthropy Cash flow / budgeting
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