# Meghan Tait

> Meghan Tait is a fee-only financial advisor at The New Wealth Project in West Chester, Pennsylvania, who holds the CFP credential. The New Wealth Project reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/meghan-tait/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** The New Wealth Project
- **Based in:** West Chester, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $397.3M across 774 accounts
- **Credentials:** CFP
- **CRD:** 6159712 (https://adviserinfo.sec.gov/individual/summary/6159712)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2015)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://thenewwealthproject.com

## Frequently asked questions

### Is Meghan Tait a fee-only financial advisor?

Yes. Meghan Tait is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Meghan's firm.

### How does Meghan charge for financial advice?

Meghan's firm, The New Wealth Project, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Meghan Tait based?

Meghan Tait is based in West Chester, Pennsylvania.

### What credentials does Meghan Tait hold?

Meghan Tait holds the CFP credential.

### Is Meghan Tait registered with the SEC?

Yes. Meghan Tait is registered as an investment adviser representative in PA (CRD 6159712), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does The New Wealth Project manage?

The New Wealth Project reports $397.3M across 774 accounts in assets under management.

### How do I contact Meghan Tait?

Through Meghan's website, thenewwealthproject.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46227): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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