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Meaningful Wealth Management LLC

Flourtown, Pennsylvania

Fee-only

Meaningful Wealth Management LLC at a glance

  • One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 1 employee and 30 individual clients, 10 of them high net worth.
  • Its average account is about $196,000 (assets it manages divided by its 125 accounts).

Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania

Facts

Based inFlourtown, Pennsylvania
Websitemeaningfulwealthmanagement.com
Email[email protected]
Phone(215) 600-2814

Questions about Meaningful Wealth Management LLC

How many advisors does Meaningful Wealth Management LLC have in the Wellspent public graph?

The Wellspent public graph lists 1 advisor at Meaningful Wealth Management LLC.

What is the average account at Meaningful Wealth Management LLC?

Meaningful Wealth Management LLC's average account is about $196,000. That's the assets on its Form ADV divided by its 125 accounts.

Meaningful Wealth Management LLC fees

Meaningful Wealth Management LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Fixed fees
Assets managed$25 million
Individual clients20
High-net-worth clients10
Accounts managed125
Employees1
Planning clients26-50
Financial planningOffered
Form ADV filedJune 9, 2026
SEC recordCRD 299529

Advisors at this firm (1)

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