Mark Meredith is a CFP-designated registered investment advisor at Meredith Wealth Planning, based in Maryville, IL, with 15 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 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 does not charge investment management fees based on a percentage of your portfolio. Instead, investment management is included as part of their comprehensive wealth planning service, which is charged as a flat annual fee. For new clients, the standard annual fee is $7,500 (billed monthly at $625). For clients with very complex situations—such as portfolios over $15 million, numerous accounts, multiple business entities, complex trusts, or concentrated stock positions—annual fees can range up to $50,000.
Contact
Mark Meredith
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
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Pruco Securities, LLC.Broker
State Registrations4 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
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