Meredith Wealth Planning
Financial Services - Maryville, IL, US
Meredith Wealth Planning Employees
Meredith Wealth Planning Senior Management
Meredith Wealth Planning Details
Founded in March of 2019, Meredith Wealth Planning is a fee-only registered investment advisor that is held to a fiduciary standard at all times with clients. By design, we intend to work with a small number of clients in order to provide exceptional service and proactive financial planning.Some common benefits of working with Meredith Wealth Planning include:-Tax efficient investing-Retirement distribution and roth conversion strategies-Academically driven portfolios -Monte Carlo simulations-Account aggregation and performance reporting on all accounts-Net worth tracking-College funding planningWhile it is common for many financial advisory firms to charge clients based on assets under management, we do as well but we place a hard cap on the annual expense to the client. We charge 0.90% annually of assets under management, and do not charge any assets above $750,000. Therefore, the maximum annual cost to a client is $6,750.
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