Jeffrey Meenes is a CFP-designated registered investment advisor at Meenes Wealth Partners, based in Shrewsbury, MA, with 14 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 19 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meenes Wealth Partners does not charge investment management fees based on a percentage of your portfolio. Instead, investment management is bundled into their ongoing retainer-based services, which cost between $10,000 and $35,000 per year depending on the complexity of your financial situation and the scope of services provided.
Location
Shrewsbury, MA
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
Meenes Wealth Partners
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
- Kenneth Ludy, CFPStrategic Advisers LLC
- Kyle Bateman, CFPThe Patriot Financial Group, LLC
- Brian Hawley, CFAFreedom Investment Management, INC.
- Zachary Robins, CFPStrategic Advisers LLC
- Christian Jeeves, CFPStrategic Advisers LLC
- Neil Gendreau, CFP, ChFCKestra Advisory Services, LLC