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 January 2026 serves over 200 client households and oversees more than $475 million in assets under management.
Meredith Wealth Planning offers a unique flat fee structure which is $7,500 annually ($625 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 or ready our frequently asked questions here: https://www.meredithwealth.com/faq
Click here to schedule an introductory appointment: Meredith Wealth Planning Calendar
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.