Meredith Koenig is a registered investment advisor at Lumina Wealth Management, LLC, based in Wilmington, NC, with 17 years of industry experience. Meredith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 181 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable at the firm's discretion. The minimum annual fee is $1,500.
Fee Estimator
Location
1427 Military Cutoff Road, Suite 207, Wilmington, NC, 28403
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
Lumina Wealth Management, LLC
Previous Registrations
Anlyan & Hively Private Client Group, LLC
Wells Fargo Advisors, LLC
State Registrations1 state
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
More Advisors
- Ashley Doyle, CFPLumina Wealth Management, LLC
- Roger Fuller, CFPOmnistar Financial Group, INC.
- Michael Giblin, CFPDovetail Financial Group LLC
- Matthew Stockburger, CFPQ3 Advisors, LLC
- Jennifer Vanasse, CFPWells Fargo Advisors
- Andrew Basinger, CFPLive Oak Private Wealth, LLC