# Meredith Briggs

> Meredith Briggs is a fee-only financial advisor at Taconic Advisors, Inc. in Saugerties, New York, who holds the CFP credential. Taconic Advisors, Inc. reports charging fixed fees on its Form ADV.

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

## Facts

- **Firm:** Taconic Advisors, Inc.
- **Based in:** Saugerties, New York
- **Fee model (firm's Form ADV):** Fixed fees
- **Accepting new clients:** Not currently (firm's website)
- **Assets under management (firm):** $246.3M across 598 accounts
- **Credentials:** CFP
- **CRD:** 4989511 (https://adviserinfo.sec.gov/individual/summary/4989511)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 66 (2005)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://taconicadvisors.com

## Frequently asked questions

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

Yes. Meredith Briggs 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 Meredith's firm.

### How does Meredith charge for financial advice?

Meredith's firm, Taconic Advisors, Inc., reports charging fixed fees on its SEC Form ADV.

### Where is Meredith Briggs based?

Meredith Briggs is based in Saugerties, New York.

### What credentials does Meredith Briggs hold?

Meredith Briggs holds the CFP credential.

### Is Meredith Briggs registered with the SEC?

Yes. Meredith Briggs is registered as an investment adviser representative in NY (CRD 4989511), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does Taconic Advisors, Inc. manage?

Taconic Advisors, Inc. reports $246.3M across 598 accounts in assets under management.

### How do I contact Meredith Briggs?

Through Meredith's website, taconicadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3812): 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
- The firm's website (https://taconicadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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