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 2023 serves over 190 client households and oversees more than $225 million in assets under management.
Meredith Wealth Planning offers a unique flat fee structure which is $6,000 annually ($500 monthly) for all new clients, regardless of portfolio size. Please visit our website to learn about pricing and services by going here: https://www.meredithwealth.com/pricing
Click here to schedule an introductory appointment: Meredith Wealth Planning Calendar