Meredith Wealth Planning

Meredith Wealth Planning Meredith Wealth Planning is a fee-only registered investment advisor founded in March of 2019 by Mark Meredith.

As of January 2026 we currently serve approximately 200+ client households across 21 states and manage over $475 million of client assets. We are one of the only flat-fee advisory firms in the entire St. Louis metropolitan area, charging a flat annual rate of $7,500 for new clients (existing clients as of 01/31/2026 may be subject to a lower legacy fee schedule). Investment advisory services are offered through Meredith Wealth Planning, a Registered Investment Advisor.

Address

6300 East Main Street
Maryville, IL
62062

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16187446755

Website

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