Meredith Schneider is a CFP-designated registered investment advisor at Schneider Wealth Management, based in Austin, TX, with 6 years of industry experience. Meredith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 35 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.45% |
| $25M+ | 0.35% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Contact
Meredith Schneider
Location
Austin, TX
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Schneider Wealth Management
Previous Registrations
Citigroup Global Markets INC.
State Registrations2 states
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
Additional Information
Meredith Schneider,CFP® is a Palo Alto & Redwood Shores, CA fee-only financial planner.Schneider Wealth Managementprovidesfinancial planningandinvestment managementto help technology executive, engineer, and attorney clients plan for financial independence and spend more time doing what they love to do.