Meredith Schneider
Schneider Wealth Management · Palo Alto, California
Meredith Schneider is a fee-only financial advisor at Schneider Wealth Management in Palo Alto, California, who holds the BA and CFP credentials. Meredith focuses on equity compensation and tax planning. Schneider Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Tech employees
- Executives
Facts
| Firm | Schneider Wealth Management |
|---|---|
| Based in | Palo Alto, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $5,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $149.8M across 205 accounts |
| Credentials | BA · CFP |
| SEC registration | Investment adviser representative in TX · CRD 3082569 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | schneiderwealth.com |
How Meredith's firm compares
- Schneider Wealth Management's average account is about $731,000, from its Form ADV (assets managed divided by 205 accounts).
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Questions about Meredith
Is Meredith Schneider a fee-only financial advisor?
Yes. Meredith Schneider 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, Schneider Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Meredith charge?
According to Schneider Wealth Management's website, checked October 28, 2026: typically works with clients with $5,000,000 or more.
Where is Meredith Schneider based?
Meredith Schneider is based in Palo Alto, California.
What does Meredith specialize in?
Meredith's specialties include equity compensation and tax planning. Meredith works with tech employees and executives.
What credentials does Meredith Schneider hold?
Meredith Schneider holds the BA and CFP credentials.
Is Meredith Schneider registered with the SEC?
Yes. Meredith Schneider is registered as an investment adviser representative in TX (CRD 3082569), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Schneider Wealth Management manage?
Schneider Wealth Management reports $149.8M across 205 accounts in assets under management.
How do I contact Meredith Schneider?
Through Meredith's website, schneiderwealth.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
- Schneider Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- 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.
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