Meredith Wealth Planning

Meredith Wealth Planning is a flat-fee registered investment advisor located in Maryville, IL. The firm was founded in 2019 by Mark Meredith, CFP ® and as of November 2022 serves over 150 client households and oversees more than $170 million in assets under management.

Meredith Wealth Planning offers a unique flat fee structure which is $5,700 annually ($475 monthly) for all new clients, regardless of portfolio size. Please visit our website to learn about pricing and services by going here: https://meredithwealth.com/services/

Click here to schedule an introductory appointment: Meredith Wealth Planning Calendar