Richard Meehan is a registered investment advisor at Meehan Wealth Advisors, LLC, based in Sea Girt, NJ, with 13 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 5 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — $2,000 to $10,000 per year, billed 25% upfront and the remainder monthly or quarterly.
- Hourly consulting — $175 to $375 per hour, billed in arrears.
Location
Sea Girt, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Meehan Wealth Advisors, LLC
State Registrations1 state
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