TheJobsMapMeredith Wealth Planning jobs and careers
United States
About Meredith Wealth Planning
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.
- Founded
- 2019
- Employees
- 1 to 10
- Headquarters
- United States
Leadership
The top of Meredith Wealth Planning's org chart, with how many people report into each leader.
MM
Mark T. Meredith
Founder and President
Jobs at Meredith Wealth Planning
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