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Home > Retirement Planners > illinois > maryville > MEREDITH WEALTH PLANNING
MEREDITH WEALTH PLANNING
6300 East Main Street
Maryville, Illinois 62062
Tel: 618-744-6755
About MEREDITH WEALTH PLANNING
MEREDITH WEALTH PLANNING, formally registered with the SEC as MEREDITH WEALTH PLANNING. The firm was established in 08/18/2021. They have over 1 offices throughout the country.
MEREDITH WEALTH PLANNING is a Maryville, Illinois based Financial Planning firm with nearly $334,064,921 assets under management, offering retirement planning & investment advisory services to 803 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300019 |
| SEC# | 801-122113 |
| Assets Managed by Firm | $334,064,921 |
| No. of Clients | 803 |
| No. of Advisors | 2 |
Fee Structure
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 803 | $334,064,921 |
| Individuals (other than high net worth individuals) | 100 | $262,671,360 |
| High net worth individuals | 100 | $49,849,527 |
| Charitable organizations | Fewer than 5 clients | $311,569 |
| Corporations or other businesses | Fewer than 5 clients | $21,232,465 |
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|---|---|---|---|
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