The firm's services are offered for an annual flat fee of $6,600 ($550 per month).  This fee is billed monthly in arrears either from client’s accounts or bank accounts.  

The flat annual fee includes discretionary portfolio management, ongoing investment recommendations on accounts that cannot be held under our management, as well as financial/tax planning services. You can read about our investment philosophy here.

We’re likely not the right fit if you prefer to manage your own investments. Our approach is built on providing comprehensive financial guidance, which includes managing investments based on extensive research and experience. We’ve found our clients get the most value when they fully engage with our advice and portfolio management. If one would like to continue managing their own investments but receive financial planning services, there are many firms that offer that business model.

As a fee-only Registered Investment Adviser, Meredith Wealth is legally obligated to act as a fiduciary—always placing our clients’ interests ahead of our own. This fiduciary duty applies to our entire advisory relationship, from recommendations to ongoing portfolio management. The advisors at Meredith Wealth Planning are also CFP® professionals, and therefore uphold the fiduciary standards of the CFP Board, reinforcing our commitment to objective, client-first advice.

Our flat annual fee charged to the client is the only source of revenue for the firm, meaning we do not receive commissions, revenue sharing, or any type of third party payments from product providers.

Mark Meredith is a CERTIFIED FINANCIAL PLANNER™ professional.

Scott Wimmer has earned the right to use the Chartered Financial Analyst^® designation and is a CERTIFIED FINANCIAL PLANNER™. Scott is also an Enrolled Agent which means he has earned the privilege of representing taxpayers before the Internal Revenue Service.

CFA Institute
CFP Board | Certified Financial Planner Board of Standards, Inc.

A detailed explanation of our investment philosophy can be found on this page.

Meredith Wealth does not have a minimum account size since our firm does not bill clients based on the size of their portfolio. Every situation is unique; however, we are cognizant of the $6,600 annual fee and its impact on a client’s overall financial plan. We encourage anyone interested to schedule an introductory call and we can discuss if we are a good fit.

Before any changes are made to your existing investments, we first analyze the positions in detail and provide an outline of what advice we would recommend should you become a client. We custody client assets at Charles Schwab & Co.

Yes. To provide consistent oversight and streamline portfolio management, we require clients to hold their investment accounts at Charles Schwab. We make the transition process easy and handle the necessary steps to ensure a smooth and seamless experience.

Our flat annual fee of $6,600 is all-encompassing meaning that there is no limit to how many times we meet or talk each year. Generally, we have 2 meetings each year for review of investment performance, tax planning, and other financial planning topics. Some years have more contact due to life events occurring.

You can check the backgrounds of your Meredith Wealth Planning advisor using the SEC Investment Advisor website.

Financial planning is a difficult term to define. Below are some common examples of services offered and you can check our Case Studies page to get a better feel for how we serve our clients:

• Tax planning
• Investment management
• Social Security analysis
• Estate review
• College funding
• Debt pay down strategies
• Equity compensation