Meredith Jones is a registered investment advisor at Allvet Financial, based in Manakin Sabot, VA, with 3 years of industry experience. Meredith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 18 clients with $1.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is negotiable.
Fee Estimator
Location
Manakin Sabot, VA
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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 →Other Business Activities
Meredith is a Consultant/Speaker under Dr. Meredith Jones, LLC, which involves speaking engagements, consulting, content creation, and affiliate payments. She dedicates about 10-20% of her time to this activity, with 60% occurring during trading hours.
Employment History
Current Registrations
Allvet Financial
Previous Registrations
Slp Wealth
Vincere Wealth Management, LLC
State Registrations10 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.