Meredith Wealth Planning

Meredith Wealth Planning is an independent fee-only fiduciary registered investment advisor that was founded in March of 2019. Committed to maintaining a fiduciary standard with clients at all times, the startup aims to deliver exceptional service and proactive financial planning by working with a limited number of clients. As of December 2023, Meredith Wealth Planning manages over $225 million of client assets and operates as a flat fee registered investment advisor, charging $6,600 annually for all new clients. The company operates within the finance, financial services, and insurance industries. Despite the absence of specific data regarding the startup's headquarters, last investment, or investors, its focus on maintaining a fiduciary standard and commitment to exceptional service presents it as a potential investment opportunity in the ever-evolving landscape of wealth management and financial planning.