Overview
Assets Under Management: $479 million
Headquarters: MARYVILLE, IL
High-Net-Worth Clients: 116
Average Client Assets: $3 million
Frequently Asked Questions
MEREDITH WEALTH PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300019), MEREDITH WEALTH PLANNING is subject to fiduciary duty under federal law.
MEREDITH WEALTH PLANNING is headquartered in MARYVILLE, IL.
MEREDITH WEALTH PLANNING serves 116 high-net-worth clients according to their SEC filing dated January 29, 2026. View client details ↓
According to their SEC Form ADV, MEREDITH WEALTH PLANNING offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MEREDITH WEALTH PLANNING manages $479 million in client assets according to their SEC filing dated January 29, 2026.
According to their SEC Form ADV, MEREDITH WEALTH PLANNING serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.10
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 914
Discretionary Accounts: 914
Regulatory Filings
CRD Number: 300019
Filing ID: 2045441
Last Filing Date: 2026-01-29 09:51:06