Meredith Wealth Planning
Meredith Wealth Planning (CRD# 300019) is a financial advisory firm headquartered in Maryville, IL. They manage $241,919,596 in 713 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management242MILLION
-
Total Number of Accounts713ACCOUNTS
-
Average Account Value$339,298
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IL, MO, TX
Financial Advisors at Meredith Wealth Planning
1
Mark Meredith (CRD# 5669758) is an Investment Advisor Representative working at Meredith Wealth Planning in Maryville, IL and has over 13 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.