# Meredith Stewart

> Meredith Stewart is a fee-only financial advisor at White Wing Wealth Management in The Woodlands, Texas. White Wing Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/meredith-stewart/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** White Wing Wealth Management
- **Based in:** The Woodlands, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $182.8M across 500 accounts
- **CRD:** 8138321 (https://adviserinfo.sec.gov/individual/summary/8138321)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2025)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.whitewingwm.com

## Frequently asked questions

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

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

### How does Meredith charge for financial advice?

Meredith's firm, White Wing Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Meredith Stewart based?

Meredith Stewart is based in The Woodlands, Texas.

### Is Meredith Stewart registered with the SEC?

Yes. Meredith Stewart is registered as an investment adviser representative in TX (CRD 8138321), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does White Wing Wealth Management manage?

White Wing Wealth Management reports $182.8M across 500 accounts in assets under management.

### How do I contact Meredith Stewart?

Through Meredith's website, www.whitewingwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8138321): 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

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