Meredith Wealth Planning
Firm details
- Headquarters
- Maryville, Illinois
- CRD number
- 300019
- Registered since
- August 18, 2021
- Website
- www.meredithwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI83.1%
- Individuals13.09%
- Corporations / Businesses3.74%
- Charitable Organizations0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Meredith Wealth Planning is an independent registered investment adviser organized as a limited liability company and registered with the SEC since 2021. The firm is owned by an individual and focuses on serving individual and family clients through financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Its stated fee model is fixed fees rather than asset-based or performance fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator to third-party private fund managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities5%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
- Private Funds1%
Contacts
2 of 2
Mark Meredith
FounderCRD 5669758
Richard Wimmer
Financial PlannerCRD 5584593
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$407M in ETFs
10%
$40.7M
88%
$366M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US SMALL CAP VALUE ETF (AVUV) | Avantis | Active | Small Value | $73.4M | 588,447 | 18.04% |
Location
Maryville, IL
Madison
Location
Maryville, IL
Headquartered in Maryville, IL, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Madison
- Address
- 6300 E Main St
- Time zone
- CT (UTC-6)
- Office locations
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