Firm
Meredith Wealth Planning
Maryville, Illinois
Fee-only
Meredith Wealth Planning at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 221 individual clients, 116 of them high net worth.
- Its average account is about $524,000 (assets it manages divided by its 914 accounts).
- Its ongoing planning fee starts at $7,500 a year, above the Illinois median of $5,000.
- Its website says it's taking new clients.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Maryville, Illinois |
|---|---|
| Website | meredithwealth.com |
| Phone | (618) 744-6755 |
Meredith Wealth Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,500 a year |
|---|---|
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$625 monthly flat fee ($7,500 annually) per client household*" source
"We have no minimum, but we will say so plainly" source
"$625 monthly flat fee ($7,500 annually) per client household*" source
"$625 monthly flat fee ($7,500 annually) per client household*" source
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 by | Fixed fees |
|---|---|
| Assets managed | $479 million |
| Individual clients | 105 |
| High-net-worth clients | 116 |
| Accounts managed | 914 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-122113) |
| Financial planning | Offered |
| Form ADV filed | January 29, 2026 |
| SEC record | CRD 300019 |