# Meredith Wealth Planning

> Meredith Wealth Planning is an SEC-registered investment advisory firm in Maryville, IL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 300019
- Filed as: MEREDITH WEALTH PLANNING
- Legal name: Meredith Wealth Planning LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Maryville, IL
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300019
- AdvisorCensus page: https://advisorcensus.com/firm/meredith-wealth-planning-maryville-il-300019

## Quick answers

**How is Meredith Wealth Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Meredith Wealth Planning reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Meredith Wealth Planning located?**
Meredith Wealth Planning's principal office is in Maryville, IL, according to its Form ADV.

**Is Meredith Wealth Planning registered with the SEC or a state?**
Meredith Wealth Planning is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 300019.

**How much does Meredith Wealth Planning manage?**
Meredith Wealth Planning reports $478,744,219 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (100% discretionary).

**How have Meredith Wealth Planning's assets and staff changed since 2021?**
In the Form ADV data for Meredith Wealth Planning: Regulatory assets under management: $121,595,045 in the October 2021 data and $478,744,219 in the October 2026 data, up 294%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Meredith Wealth Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (116); individuals (other than high net worth individuals) (105).

**Which custodians does Meredith Wealth Planning use?**
Meredith Wealth Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Meredith Wealth Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300019

**Does Meredith Wealth Planning state an account minimum?**
Its Form ADV Part 2A brochure dated January 29, 2026 says: "We do not require any investment minimum to engage with MWP since our annual fee is not linked to the amount of assets under management."

**What changed in Meredith Wealth Planning's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $334,064,921 to $478,744,219 (+43%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 29, 2026)

- Account minimum: None

> We do not require any investment minimum to engage with MWP since our annual fee is not linked to the amount of assets under management.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $478,744,219
- Discretionary: $478,744,219
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 105 | $62,655,963 |
| High net worth individuals | 116 | $397,846,480 |
| Charitable organizations | Fewer than 5 | $337,554 |
| Corporations or other businesses not listed above | Fewer than 5 | $17,904,222 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- meredithwealth.com
- Facebook @flatfeeplanners
- LinkedIn @meredith-wealth-planning
- X @marktmeredith

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $121,595,045 | 2 | July 19, 2021 |
| October 2022 | $150,857,094 | 1 | April 21, 2022 |
| October 2023 | $173,496,779 | 2 | February 7, 2023 |
| October 2024 | $241,919,596 | 2 | January 10, 2024 |
| October 2025 | $334,064,921 | 2 | March 20, 2025 |
| October 2026 | $478,744,219 | 2 | January 29, 2026 |

Regulatory assets under management: $121,595,045 in the October 2021 data and $478,744,219 in the October 2026 data, up 294%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $334,064,921 to $478,744,219 (+43%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meredith Wealth Planning (CRD 300019): Form ADV filing data as of October 2026.