Meghan Tait
The New Wealth Project · West Chester, Pennsylvania
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.
Request an introduction to Meghan →
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 | $397.3M across 774 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6159712 |
| Exams passed | Series 66 (2015) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | thenewwealthproject.com |
How Meghan's firm compares
- The New Wealth Project's average account is about $513,000, from its Form ADV (assets managed divided by 774 accounts).
Request an introduction to Meghan
Tell Meghan a little about what you're looking for. Meghan 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 Meghan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.