Meredith Wealth Planning Email Formats
Financial Services • 
Maryville, Illinois, United States • 1-10 Employees
Meredith Wealth Planning Email Formats
Meredith Wealth Planning uses 1 email format. The most common is {first initial} (e.g., j@meredithwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@meredithwealth.com | 100% |
Key Contact at Meredith Wealth Planning
Mark T. Meredith
Founder
Company overview
| Headquarters | 6300 E Main St, Maryville, Illinois 62062, US |
| Phone number | +16187446755 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
About Meredith Wealth Planning
Founded in March of 2019, Meredith Wealth Planning is a fee-only registered investment advisor that is held to a fiduciary standard at all times with clients. By design, we intend to work with a small number of clients in order to provide exceptional service and proactive financial planning. Meredith Wealth Planning is a flat fee registered investment advisor. As of December 2023, we manage in excess of $225 million of client assets. At this time our flat fee for all new clients is $6,600 annually.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Meredith Wealth Planning has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Meredith Wealth Planning has never raised funding before.
Meredith Wealth Planning Tech Stack
Discover the technologies and tools that power Meredith Wealth Planning's digital infrastructure, from frameworks to analytics platforms.
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Netherlands
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Frequently asked questions
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