Meredith Stewart
White Wing Wealth Management · The Woodlands, Texas
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.
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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 | $182.8M across 500 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8138321 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.whitewingwm.com |
How Meredith's firm compares
- White Wing Wealth Management's average account is about $366,000, from its Form ADV (assets managed divided by 500 accounts).
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Questions about Meredith
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in The Woodlands
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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