# Mark Meredith

> Mark Meredith is a fee-only financial advisor at Meredith Wealth Planning in Maryville, Illinois, who holds the CFP credential. Mark charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $7,500 a year and no asset minimum) and focuses on flat-fee planning, retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/mark-meredith/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Meredith Wealth Planning
- **Based in:** Maryville, Illinois
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $7,500 a year; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $478.7M across 914 accounts
- **Credentials:** CFP
- **Specialties:** Flat-fee planning, Retirement planning, Tax planning, Equity compensation
- **CRD:** 5669758 (https://adviserinfo.sec.gov/individual/summary/5669758)
- **SEC registration:** Investment adviser representative in FL, IL, MO, TX
- **Exams passed:** Series 63 (2011), Series 66 (2011)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://meredithwealth.com/

## Frequently asked questions

### Is Mark Meredith a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Meredith Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mark charge for financial advice?

Mark charges a flat fee or retainer and an ongoing planning fee.

### How much does Mark charge?

According to Meredith Wealth Planning's website, checked October 30, 2026: ongoing planning from $7,500 a year; no asset minimum.

### Where is Mark Meredith based?

Mark Meredith is based in Maryville, Illinois.

### What does Mark specialize in?

Mark's specialties include flat-fee planning, retirement planning, tax planning and equity compensation.

### What credentials does Mark Meredith hold?

Mark Meredith holds the CFP credential.

### Is Mark Meredith registered with the SEC?

Yes. Mark Meredith is registered as an investment adviser representative in FL, IL, MO and TX (CRD 5669758), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Meredith Wealth Planning manage?

Meredith Wealth Planning reports $478.7M across 914 accounts in assets under management.

### How do I contact Mark Meredith?

Through Mark's website, meredithwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5669758): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.meredithwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.