Meriwether Wealth & Planning, LLC

Meriwether Wealth & Planning is a team-based registered investment adviser that serves individuals, high‑net‑worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning and consulting, selection of third‑party money managers, and pension consulting services, managing approximately $263 million in discretionary assets for a broad client base.

The firm tailors portfolios using model allocations alongside individualized recommendations and combines direct management, outside managers, mutual funds, ETFs, fixed income, real estate funds, and annuities; its research draws on third‑party providers such as SEI and Morningstar and employs fundamental analysis and modern portfolio theory. Meriwether generally acts on a discretionary basis, monitors and rebalances portfolios as needed, provides ERISA fiduciary services for retirement plans, and does not participate in wrap fee programs.

Meriwether’s brochure discloses a few practices that differ from many peers: the firm uses client testimonials and advertises third‑party ratings in its marketing and typically directs custody and execution through a recommended custodian platform (SEI), from which it receives various non‑cash benefits. The brochure also notes there is no account minimum and that the firm does not aggregate (block) trades for multiple client accounts, items that may affect accessibility and execution outcomes relative to other team advisers.