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Meredith Wealth Planning

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Client assets under management

$460,502,443

Clients

221

52% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

111

Very High

Average account size

$2,083,721

About

Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. Services include ongoing wealth planning with investment management, as well as limited-scope financial planning engagements and advisory review of non-managed accounts through aggregation tools.

The firm primarily follows a passive investment approach, building diversified portfolios with index mutual funds and exchange-traded funds and setting asset allocation targets tailored to each client’s goals and risk tolerances. Accounts are managed on a continuous discretionary basis with periodic performance reporting and semiannual review meetings to monitor and update financial plans.

Distinctive aspects include a relatively large asset base managed on a small advisory team—MWP reports approximately $478.7 million in discretionary assets—which produces an unusually high assets‑per‑advisor ratio for a firm of its size. The firm does not use percentage‑of‑AUM advisory fees (instead relying on flat planning fees) and maintains a formal succession agreement with an external partner to support continuity of client service; advisors also hold insurance licenses but do not engage in commissioned insurance sales.

Client services

Financial planning Portfolio management

Expertise

Concentrated stock management Multi-generational wealth transfer College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat annual fee of $6,600 annually ($550 monthly) for Wealth Planning services; Fixed fees $1,000-$6,000 for limited scope financial planning

Other

Minimum fee: Flat annual fee of $6,600 annually ($550 monthly) for Wealth Planning services, negotiable Fee-only: Fixed fees ranging from $1,000 to $6,000 for limited scope financial planning services, negotiable

Main office location

Meredith Wealth Planning

6300 East Main Street

Maryville IL 62062, United States

Number of offices

1

Most active in

More info

Florida · Illinois · Missouri · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 618-744-6755

Advisors at this firm

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Mark M

CFP®, Series 63, Series 66

Maryville, IL

Meredith Wealth Planning

Mark Meredith is a CFP® with 15 years of industry experience. He is the principal advisor at Meredith Wealth Planning, where he has worked since 2019. Prior to founding his firm, he spent eight years at Raymond James Financial Services Advisors Inc. and The Bank of Edwardsville. Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. The firm primarily uses a passive investment approach, constructing diversified portfolios with index mutual funds and ETFs tailored to clients’ goals and risk tolerances.

Concentrated stock management Multi-generational wealth transfer College savings (529s, UTMA, etc.)
user avatar

Richard W

CFP®, CFA®, Series 66

Maryville, IL

Meredith Wealth Planning

Richard Wimmer Jr. is a CFP® and CFA® charterholder with seven years of industry experience. He is currently an advisor at Meredith Wealth Planning, where he has worked since 2022. His prior experience includes roles at Silicon Hills Wealth Management, Matter Family Office, Buckingham Strategic Wealth, and Wells Fargo Bank NA. Meredith Wealth Planning provides discretionary investment management and comprehensive financial planning to individuals, high net worth clients, families, and corporate clients. The firm primarily follows a passive investment approach, building diversified portfolios with index mutual funds and ETFs, and manages approximately $478.7 million in discretionary assets with a small advisory team.

Concentrated stock management Multi-generational wealth transfer College savings (529s, UTMA, etc.)
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