Flat-Fee Financial Planning & Investment Management

Our fee is 100% transparent, and we don't think you should pay more in fees just because you have more money.

See The Flat Fee Difference

$0M+

Assets Under Management

Client Households

States Served

Numbers as of January 2026

Transparent, Equitable, Flat Fees

$625 monthly flat fee ($7,500 annually) per client household*

*Clients of Meredith Wealth Planning who engaged the firm prior to February 1, 2026 may be subject to a different legacy fee schedule pursuant to their advisory agreement.

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What Our Clients Are Saying

★★★★★

"I have been with Mark since he first opened his doors at Meredith Wealth Planning. He has proven himself to be not only trustworthy but also an invaluable resource for any financial questions that come up along the way. He is incredibly responsive and has provided me with comfort with my finances. He has extensive historic market knowledge and can see beyond the craziness of our (sometimes) turbulent economic climate. I have been very pleased with his performance. The flat rate model is great because he is not pushing risky services or tactics on my investment portfolio. I highly recommend his services."

— David, Missouri

Google Review

★★★★★

"Meredith Wealth Planning does an outstanding job of managing investments and providing insight and analysis on other personal financial matters."

— Bart, Illinois

Google Review

★★★★★

"We finally have someone we trust with our money. The other advisors were out there to fatten their pockets. In these trying times, we are doing pretty good; more than we have done in past years."

— JoAnn, Illinois

Google Review

Client testimonials shown are from current clients who were not compensated for their reviews. Results may not be representative of the experience of all clients. Reviews are displayed as written by clients on third-party platforms.

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Your Planning & Investment Specialists

We take a very thorough approach when it comes to managing your wealth. Below are several key areas we focus on with our clients:

Tax planning

Keeping your lifetime taxes to a minimum and building a tax-efficient portfolio & distribution strategy

Accumulated wealth

Create a custom investment plan that is rooted in academic research, not emotions and opinions

Retirement planning

Medicare premiums, Social Security, Pensions, Roth conversions, distributions etc. We help put together the puzzle in the most optimal manner.

Meet the team

Meredith Wealth Planning is comprised of two experienced and credentialed financial planners. As of January 2026, the firm currently helps over 200 clients from 21 different states and manages more than $475 million of client assets.

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Mark Meredith, CFP®

Mark Meredith is the founder and sole owner of Meredith Wealth Planning. He started the firm in 2019 after determining throughout his advisory career that those who paid more were not always getting more and that many would be better served under a flat-fee model.

Scott Wimmer, CFA, CFP®, EA

Scott joined Meredith Wealth Planning in 2022. Scott is the lead financial advisor for all new clients of the firm, and brings extensive expertise on investments and financial planning.