Meredith Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$478,744,219
Total clients
221
52% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
111
Average account size
$2,166,263
About
Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. Services include ongoing wealth planning with investment management, as well as limited-scope financial planning engagements and advisory review of non-managed accounts through aggregation tools.
The firm primarily follows a passive investment approach, building diversified portfolios with index mutual funds and exchange-traded funds and setting asset allocation targets tailored to each client’s goals and risk tolerances. Accounts are managed on a continuous discretionary basis with periodic performance reporting and semiannual review meetings to monitor and update financial plans.
Distinctive aspects include a relatively large asset base managed on a small advisory team—MWP reports approximately $478.7 million in discretionary assets—which produces an unusually high assets‑per‑advisor ratio for a firm of its size. The firm does not use percentage‑of‑AUM advisory fees (instead relying on flat planning fees) and maintains a formal succession agreement with an external partner to support continuity of client service; advisors also hold insurance licenses but do not engage in commissioned insurance sales.
Client services
Expertise
Fee options
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
Main office location
Meredith Wealth Planning
6300 East Main Street
Maryville IL 62062, United States
Number of offices
1
Most active in
Florida · Illinois · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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