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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 16 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meenes Wealth Partners offers investment management as part of its retainer-based financial advisory agreement. Clients are contacted to discuss investment decisions, and no transactions are carried out without their approval. The firm manages client assets on a non-discretionary basis. Investment management is integrated into the flat-fee retainer.
Location
Shrewsbury, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Meenes Wealth Partners
State Registrations1 state
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