Our only fee. Seriously.

$625 monthly flat fee ($7,500 annually) per client household*.

*Clients of Meredith Wealth Planning who engaged the firm prior to February 1, 2026 may be subject to a different legacy fee schedule pursuant to their advisory agreement.

We don't find there is a meaningful difference in the time, service, or overhead required to serve a client with a $1,000,000 portfolio versus one with $500,000. Yet under the common industry fee structure of 1% annually (1% annually of client assets under management, aka 'AUM'), the client with $1 million pays twice as much as the one with $500,000, even if they receive the same service.

We don’t believe your fee should be determined solely by the size of your portfolio. A 1% annual fee may sound modest, but it carries very real dollar consequences.

As investors, we rely on the power of compounding to grow our wealth. Unfortunately, advisory fees based on AUM compound right alongside your portfolio. Over long periods of time, that compounding can result in a substantial drag on returns.

To help you better visualize the long-term impact, we encourage you to use the calculator below. It illustrates how asset-based fees accumulate, and how they compare with a flat-fee approach.

For example: on a $1,000,000 portfolio growing 7% a year, our flat fee could leave you more than $320,000 ahead of a 1% AUM fee after 20 years. This is an illustrative example using the same assumptions as the calculator below; your results will differ.

Flat Fee Savings Calculator

Initial Portfolio Value ($): Time Horizon (Years): Current AUM Fee Percentage: Expected Annual Rate of Return: Flat Fee Amount (Annual $):

This calculator is for illustrative and educational purposes only. It assumes a starting annual flat advisory fee of $7,500 that increases 2% per year and an asset-based (AUM) advisory fee charged once per year at the selected rate. It also assumes a constant annual gross rate of return equal to the rate you select. Actual fees, billing frequency, and investment results will differ. Meredith Wealth Planning does not automatically increase client fees annually.

Hypothetical inputs do not reflect any specific individual’s circumstances. Meredith Wealth Planning does not guarantee any rate of return or investment outcome. The “Potential Flat Fee Benefit” represents the modeled difference between two fee structures over time. A negative value may indicate that an asset-based fee could result in lower total costs for the assumptions used.

This tool is not a recommendation or offer of any investment strategy or fee arrangement. Past performance does not guarantee future results.

Schedule a Call

Your fee includes investment management, tax planning, retirement planning, family protection, and ongoing access, all under one flat fee.

See the full service offering