Meredith Wealth Planning provides ongoing financial planning and investment management services. They manage investment portfolios and provide advice on accounts not under their direct management, such as retirement accounts. They also offer limited scope financial planning services. Meredith Wealth Planning primarily practices passive investment management.
Assets Under Management$480M
Clients221
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$240M
Fee Structure
Planning is included in investment management (also available separately)
Meredith Wealth Planning's Wealth Planning service includes investment management, but the fee is a flat annual fee, not a percentage of your portfolio. Therefore, there is no separate investment management fee schedule.
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