Richard Wimmer is a CFA, CFP-designated registered investment advisor at Meredith Wealth Planning, based in Maryville, IL, with 7 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 221 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meredith Wealth Planning's Wealth Planning service includes investment management, but the fee is a flat annual fee, not a percentage of your portfolio. Therefore, there is no separate investment management fee schedule.
Location
6300 East Main Street, Maryville, IL, 62062
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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
Meredith Wealth Planning
Previous Registrations
Silicon Hills Wealth Management
Buckingham Strategic Wealth
Wells Fargo Advisors, LLC
Raymond James Financial Services Advisors, INC
Uvest Financial Services Group, INC.
State Registrations2 states
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