KM
CFP
KM
CFP

Kennith Meeks

15 Years of Experience
Fishers, IN
Broker

Kennith Meeks is a CFP-designated registered investment advisor at Edward Jones, based in Fishers, IN, with 15 years of industry experience. Kennith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

10142 Brooks School Rd, Suite 207, Fishers, IN, 46037-3840

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kennith is a limited partner at Edward Jones, a financial services firm, since 2026. He dedicates minimal time to this activity.

Employment History
Current Registrations
Edward Jones
September 2016 - Present · 9 yrs 8 mos
Edward JonesBroker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Foresters Advisory Services, LLC
December 2014 - October 2016 · 1 yr 10 mos
Foresters Financial Services, INC.Broker
December 2010 - October 2016 · 5 yrs 10 mos
State Registrations9 states
COFLGAILINMIMONMTX
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.