Meenes Wealth Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$50,352,000
Total clients
19
79% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$2,650,105
About
Meenes Wealth Partners provides flat-fee fiduciary wealth management, financial planning, and investment advisory services to individuals and families, with a primary focus on pre-retiree and retiree households. The solo, fee-only adviser maintains a limited client roster and emphasizes ongoing, relationship-based engagements rather than one-off or product-driven work.
The firm describes an evidence-based investment approach that emphasizes global diversification, cost efficiency, tax-aware portfolio management, and long-term discipline, implemented through an integrated process of Discovery, Design, Implementation, and Maintenance. Meenes Wealth Partners reports approximately $50 million in assets under advisement and manages client accounts on a non-discretionary basis, seeking client approval before executing transactions.
Notable details in the brochure include the firm’s explicit decision not to charge fees based on assets under management, instead using flat retainer and project-based agreements, and its stated policy of not accepting commissions or custody of client assets. The combination of a relatively large amount of assets under advisement, a small client base, and a primarily non-discretionary, flat-fee model distinguishes its operating structure from many independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Social Security optimization
Medicare planning
Tax-loss harvesting
Occupation focus
Retired
Demographic focus
Approaching retirement
Retired
Fee options
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.
Main office location
Meenes Wealth Partners
Shrewsbury MA, United States
Number of offices
1
Most active in
Meenes Wealth Partners has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")