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Meredith Flautt

Commonwealth Financial Network
44 Years of Experience
Brentwood, TN
1 DisclosureBrokerSells Insurance
View SEC Summary
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Meredith Flautt is a registered investment advisor at Commonwealth Financial Network, based in Brentwood, TN, with 44 years of industry experience. Meredith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 Winners Circle, Suite 155, Brentwood, TN, 37027

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 1992
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Meredith sells fixed insurance products and owns Flautt Financial LLC, a private entity for securities, advisory, and insurance business. These activities take about 10% and minimal time, respectively.

Employment History
Current Registrations
Commonwealth Financial Network
August 2022 - Present · 4 yrs 2 mos
Commonwealth Financial NetworkBroker
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Southwestern Investment Advisory Services, LLC
May 2018 - August 2022 · 4 yrs 3 mos
Raymond James Financial Services, INC.Broker
April 2018 - August 2022 · 4 yrs 4 mos
Independent Financial Partners
November 2016 - May 2018 · 1 yr 6 mos
LPL Financial LLC
March 1997 - May 2018 · 21 yrs 2 mos
LPL Financial LLCBroker
January 1997 - May 2018 · 21 yrs 4 mos
Advanced Financial Planning Securities CorporationBroker
November 1996 - November 1996 · 0 mos
Aetna Investment Services, INC.Broker
October 1993 - April 1996 · 2 yrs 6 mos
Npc Securities, INC.Broker
March 1993 - September 1993 · 6 mos
Heidtke & Company, INC.Broker
January 1992 - December 1992 · 11 mos
Aetna Life Insurance and Annuity CompanyBroker
October 1989 - October 1993 · 4 yrs
Green Hill Financial Service CorporationBroker
December 1981 - February 1992 · 10 yrs 2 mos
State Registrations14 states
ALAZFLGAILINKYMNMONCNJOHPATN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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