Flat-Fee Financial Planning & Investment Management

Our fee is 100% transparent, and we don't think you should pay more in fees just because you have more money.

See how It Works
Transparent, Equitable, Flat Fees
$500 monthly flat fee per client household
See The Real Cost of 1%

Your Planning & Investment Specialists

We take a very thorough approach when it comes to managing your wealth. Below are several key areas we focus on with our clients:

Tax planning
Keeping your lifetime taxes to a minimum and building a tax-efficient portfolio & distribution strategy
Accumulated wealth
Create a custom investment plan that is rooted in academic research, not emotions and opinions
Retirement planning
Medicare premiums, Social Security, Pensions, Roth conversions, distributions etc. We help put together the puzzle in the most optimal manner.

Meet the team

Meredith Wealth Planning is comprised of two experienced and credentialed financial planners. As of January 2023, the firm currently helps over 150 clients from 11 different states, and oversees more than $190 million in assets under advice

read the bios
Mark Meredith, CFP®
Mark Meredith is the founder and sole owner of Meredith Wealth Planning. He started the firm in 2019 after determining throughout his advisory career that those who paid more were not always getting more and that many would be better served under a flat-fee model.
Scott Wimmer, CFA, CFP®
Scott joined Meredith Wealth Planning in 2022. Scott is the lead advisor for all new clients of the firm, and brings extensive expertise on investments and financial planning.
The Ultimate Retirement-Ready Checklist
15 things you need to do before retirement
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Compound your wealth, not your expenses.
Talk with an advisor at Meredith Wealth Planning.
Talk with a Meredith Advisor