PlannerFees

Meredith Wealth Planning fees and pricing

Financial planner in Maryville, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated January 29, 2026, Meredith Wealth Planning charges a flat or project fee of $1,000⁠-⁠$6,000, a monthly fee of $625, and an annual fee of $7,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,000⁠-⁠$6,000
“The fixed fee can range between $1,000 - $6,000 and will depend on the complexity of the Client's needs.”
Monthly fee
$625/mo
“The Wealth Planning service is offered at a flat annual fee of $7,500 annually ($625 monthly) for new clients engaging our services on or after February 1, 2026.”
Annual fee
$7,500/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Meredith Wealth Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “All fees for Wealth Planning services are billed monthly, in arrears.”
  • “An account may be terminated with written notice at least 15 calendar days in advance.”
  • “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Meredith Wealth Planning’s fees compare

  • Its flat or project fee of $1,000-$6,000 spans the Illinois median of $4,500. 41% of the 175 other Illinois planners that publish a flat or project fee charge less.
  • Its annual fee of $7,500 matches the Illinois median of $7,500. 49% of the 77 other Illinois planners that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Meredith Wealth Planning

“Wealth Planning Meredith Wealth Planning, LLC's Wealth Planning service provides ongoing financial planning and investment management services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid
Fixed or flat fees
Charges a % of assets
No
Clients
221
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed
$478,744,219
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
300019
Website
meredithwealth.com (opens in new tab)
Phone
(618) 744-6755

Can advise clients in 4 states: Florida, Illinois, Missouri, Texas

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.