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.

Meredith Wealth Planning is a flat fee registered investment advisor. As of December 2023, we manage in excess of $225 million of client assets. At this time our flat fee for all new clients is $6,600 annually.

Meredith Wealth Planning

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Meredith Wealth Planning

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