Meredith Wealth Planning, LLC is a registered investment advisor that offers comprehensive wealth planning, combining ongoing financial planning and investment management. Founded in 2019 and based in Illinois, Meredith Wealth Planning builds individually tailored, passive investment portfolios primarily using index mutual funds and exchange-traded funds, while also tracking external accounts like retirement plans and 529 savings plans for a holistic view. The firm works with individuals, high-net-worth clients, families, and corporations. In addition to ongoing wealth management, Meredith Wealth Planning offers limited-scope financial planning projects for clients who do not need full-service ongoing management. The firm operates on a flat-fee and project-fee basis rather than charging a percentage of assets under management.
Fee Structure
Meredith Wealth Planning does not charge investment management fees based on a percentage of your portfolio. Instead, investment management is included as part of their comprehensive wealth planning service, which is charged as a flat annual fee. For new clients, the standard annual fee is $7,500 (billed monthly at $625). For clients with very complex situations—such as portfolios over $15 million, numerous accounts, multiple business entities, complex trusts, or concentrated stock positions—annual fees can range up to $50,000.