# Richard Wimmer

> Richard Wimmer is a fee-only financial advisor at Meredith Wealth Planning in Maryville, Illinois, who holds the CFP and CFA credentials. Richard charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $7,500 a year and no asset minimum) and focuses on flat-fee planning, retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/richard-wimmer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Meredith Wealth Planning
- **Based in:** Maryville, Illinois
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $7,500 a year; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $478.7M across 914 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Flat-fee planning, Retirement planning, Tax planning, Equity compensation
- **CRD:** 5584593 (https://adviserinfo.sec.gov/individual/summary/5584593)
- **SEC registration:** Investment adviser representative in FL, IL
- **Exams passed:** Series 66 (2011)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://meredithwealth.com/

## Frequently asked questions

### Is Richard Wimmer a fee-only financial advisor?

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

### How does Richard charge for financial advice?

Richard charges a flat fee or retainer and an ongoing planning fee.

### How much does Richard charge?

According to Meredith Wealth Planning's website, checked October 30, 2026: ongoing planning from $7,500 a year; no asset minimum.

### Where is Richard Wimmer based?

Richard Wimmer is based in Maryville, Illinois.

### What does Richard specialize in?

Richard's specialties include flat-fee planning, retirement planning, tax planning and equity compensation.

### What credentials does Richard Wimmer hold?

Richard Wimmer holds the CFP and CFA credentials.

### Is Richard Wimmer registered with the SEC?

Yes. Richard Wimmer is registered as an investment adviser representative in FL and IL (CRD 5584593), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Meredith Wealth Planning manage?

Meredith Wealth Planning reports $478.7M across 914 accounts in assets under management.

### How do I contact Richard Wimmer?

Through Richard's website, meredithwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5584593): 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
- The firm's website (https://www.meredithwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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