Meredith Wealth Planning

02/19/2026

MARYVILLE, IL — Meredith Wealth Planning, LLC, an independent, SEC-registered investment advisory firm, today announced that it has surpassed $500 million in assets under management. The milestone marks a significant chapter for the firm, which founder Mark Meredith launched in March 2019 with no clients, no assets, and a vision for a more transparent approach to financial advice.

Since its founding, Meredith Wealth Planning has grown to serve more than 200 clients across 21 states. The firm distinguishes itself through a flat-fee model, charging clients a straightforward annual planning and investment management fee rather than the percentage-of-assets pricing common throughout the industry.

“Reaching $500 million is a milestone I’m incredibly proud of, but what it really represents is the trust that more than 200 families have placed in us,” said Mark Meredith, founder and principal of Meredith Wealth Planning. “People are recognizing that flat-fee financial planning and investment management is a more equitable and transparent model. They’re tired of the conflicts of interest that come with traditional asset-based fees and commission-driven product sales. I built this firm to be different, and our growth shows that resonates.”

Under a traditional assets-under-management fee structure, advisors charge a percentage of a client’s portfolio, typically around one percent, which can create misaligned incentives and result in significantly different fees for clients receiving similar levels of service. Meredith Wealth Planning’s flat-fee approach is designed to eliminate those conflicts, ensuring that the firm’s advice is driven solely by what is in the best interest of the client.

The firm’s growth has been supported by the addition of Scott Wimmer, CFA, CFP®, EA, who joined Meredith Wealth Planning in 2022 as Lead Financial Advisor. Since joining, Wimmer has served all of the firm’s new clients, playing a central role in the continued expansion of the practice.

Looking ahead, Meredith Wealth Planning plans to continue its measured growth, expanding its advisory team one advisor at a time to maintain the personalized service and close client relationships that have defined the firm since day one.

About Meredith Wealth Planning

Meredith Wealth Planning, LLC is an independent, SEC-registered investment advisory firm headquartered in Maryville, Illinois. Founded in 2019 by Mark Meredith, the firm provides tax planning and investment management services to more than 200 clients across 21 states. Meredith Wealth Planning operates on a flat-fee model, offering transparent and conflict-free financial guidance. For more information, visit www.meredithwealth.com.

https://apnews.com/press-release/ein-presswire-newsmatics/meredith-wealth-planning-surpasses-500-million-in-assets-under-management-4657d57a6c23210d0477df0433ab9f6d

Independent, flat-fee advisory firm reaches milestone less than seven years after launching with zero clients and zero assets under management

12/10/2025

We had to hire a winter intern to help pack Christmas boxes for clients.

She’s not the most efficient worker, and keeps eating the cookies, but she works with a smile and that will take her a long way.

Maryville’s finest bakery A Little Taste of Heaven Bakery produced over 2,100 cookies for us! It is a great locally owned business that everyone should visit.😬

07/11/2025

You cannot park at Meredith Wealth Planning for the Maryville picnic if you carry a credit card balance, regularly overpay for food from Doordash/Uber Eats, or if you pay a financial advisor a 1% asset based fee.

If you made it through that criteria, we also require your last name to be "Meredith" to park here. Vehicles from the Clark family are acceptable as well. Stay cool.

10/31/2024

Careful out there everyone.

08/10/2024

We have heard there is a loose bear in the area, and if we come across it we will immediately contact animal control.

Meredith Wealth Planning is no fan of bears. We do find bulls acceptable however.

07/12/2024

You can park at Meredith Wealth Planning for the Maryville picnic as long as you are saving 15% of your annual income and your last name is or formerly was “Meredith”.

06/06/2024

Despite the narrative that the 2018 tax cuts only benefitted the ultra-rich, many ordinary families are in for a rude awakening if this tax legislation sunsets as scheduled after 2025. 😲💸

Consider the example below: a household of four where both spouses earn $65,000 in W-2 wages. Under current law, they would pay about $8,282 in federal tax after the standard deduction and two child tax credits. However, using the projected 2026 tax rates, standard deduction, the return of personal exemptions, and child tax credit (which they would partially phase out of), they would pay $11,698. 🏠👨‍👩‍👧‍👦

That's an extra $3,400+ annually out of their budget at a time when many families are already feeling inflationary pressures. 📈💰

There is a case that this family would be more likely to itemize deductions in 2026 if they have enough mortgage interest, state/local taxes, and charitable donations.

My guess is that some elements of the 2018 tax law will survive, regardless of who is in office.

04/17/2024

This is an amazing endeavor, and the homes plan to be sold for the cost of construction.

Jackie Joyner-Kersee's refusal to give up on her hometown has had a ripple effect. But will it be enough to change a long-neglected city's fortunes?

11/10/2023

"We do better when you do better" is the narrative pushed by many asset-based fee financial advisory firms. While that sounds pretty good, is it doing anyone any good? We explore.

"We do better when you do better" is what we're told by asset-based fee financial advisors, but what is the reality?

05/06/2023

I gave a client great advice, and they fired me. What gives???

02/25/2023

Check out our new website:

Meredith Wealth Planning works very closely with clients and believes in building long-term relationships by giving great ongoing advice at a great price. Check out some success stories below: