Meredith Wealth Planning

Meredith Wealth Planning (CRD# 300019) is a financial advisory firm headquartered in Maryville, IL. They manage $241,919,596 in 713 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
6300 East Main Street, Maryville, IL 62062
https://www.linkedin.com/in/marktmeredith
By the Numbers
  • Total Assets Under Management
    242
    MILLION
  • Total Number of Accounts
    713
    ACCOUNTS
  • Average Account Value
    $339,298
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, MO, TX

Financial Advisors at Meredith Wealth Planning
Showing 1 - 1 of 1 top financial advisors.
1
Mark Meredith, financial advisor Maryville IL
Mark T. Meredith
CRD#: 5669758
6300 East Main Street, Maryville, IL 62062

Mark Meredith (CRD# 5669758) is an Investment Advisor Representative working at Meredith Wealth Planning in Maryville, IL and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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