Meehan Wealth Advisors offers financial planning services covering various aspects of a client's financial situation, including cash management, risk management, insurance, education funding, retirement planning, estate and charitable giving, tax planning, and capital needs. Meehan Wealth Advisors refers clients to other investment advisors and shares in their management fees. Clients are not obligated to use Meehan Wealth Advisors' services or implement their advice.
Assets Under ManagementN/A
Clients5
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
One-Time Plan:$2,000 - $10,000
Hourly Rate:$175 - $375/hr
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