Andrew Pendergrass
Andrew Pendergrass is a CFP-designated registered investment advisor at Meriwether Wealth & Planning, LLC, based in Minden, LA, with 11 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 562 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.70% |
Fees are negotiable. For accounts custodied at SEI, total client fees due to Meriwether Wealth & Planning will not exceed 1.40% of the value of your portfolio.
Fee Estimator
Location
1000 Broadway St, Minden, LA, 71055
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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
Meriwether Wealth & Planning, LLC
Previous Registrations
Argent Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 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.