Our fee is 100% transparent, and we don't think you should pay more in fees just because you have more money.
See The Flat Fee DifferenceHelping families build wealth through transparent, flat-fee financial planning.
Mark started Meredith Wealth Planning in 2019 after a realization: clients who had larger portfolios were often paying more, but not getting more. In fact, many were receiving recommendations influenced by how their advisor got paid, fees that grew alongside their portfolios created subtle but powerful incentives.
The flat-fee model changes the equation. When your fee stays the same regardless of portfolio size, advice becomes clearer and more objective.
Read Mark's full bio →
Scott joined in 2022 after years at a traditional AUM firm where he saw firsthand how fee structures incentivized the wrong behaviors. He was tired of the industry putting profit over people.
As lead advisor for new clients, Scott brings deep expertise in tax-efficient investing, portfolio construction, and comprehensive financial planning, without the sales pressure.
Read Scott's full bio →It's time to compound your wealth, and not your advisory fees.
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