Jeffrey Meenes
Meenes Wealth Partners · Shrewsbury, Massachusetts
Jeffrey Meenes is a fee-only financial advisor at Meenes Wealth Partners in Shrewsbury, Massachusetts, who holds the CFP credential. Jeffrey charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $10,000 a year and one-time plans from $6,000) and focuses on retirement planning, tax planning and flat-fee planning.
Request an introduction to Jeffrey →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Meenes Wealth Partners |
|---|---|
| Based in | Shrewsbury, Massachusetts |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $10,000 a year · One-time plans from $6,000 · Typically works with clients with $1,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $50.4M across 70 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 5982783 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | blueprintcfp.com |
| Profile |
Request an introduction to Jeffrey
Tell Jeffrey a little about what you're looking for. Jeffrey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeffrey
Is Jeffrey Meenes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Meenes Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Jeffrey charge?
According to Meenes Wealth Partners's website, checked October 30, 2026: ongoing planning from $10,000 a year; one-time plans from $6,000; typically works with clients with $1,000,000 or more.
Does Jeffrey work with clients virtually?
Yes. Meenes Wealth Partners says on its website that it works with clients remotely.
Where is Jeffrey Meenes based?
Jeffrey Meenes is based in Shrewsbury, Massachusetts.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning, tax planning, flat-fee planning and pension planning. Jeffrey works with retirees and pre-retirees.
What credentials does Jeffrey Meenes hold?
Jeffrey Meenes holds the CFP credential.
Is Jeffrey Meenes registered with the SEC?
Yes. Jeffrey Meenes is registered as an investment adviser representative in MA (CRD 5982783), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meenes Wealth Partners manage?
Meenes Wealth Partners reports $50.4M across 70 accounts in assets under management.
How do I contact Jeffrey Meenes?
Through Jeffrey's website, blueprintcfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Meenes Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.