Meredith Wealth Planning Surpasses $500 Million in Assets Under Management

Independent, flat-fee advisory firm reaches milestone less than seven years after launching with zero clients and zero assets under management

Published on Feb. 25, 2026

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Meredith Wealth Planning, an independent, SEC-registered investment advisory firm, has surpassed $500 million in assets under management. The milestone comes less than seven years after the firm was founded by Mark Meredith with no clients and no assets. Meredith Wealth Planning distinguishes itself through a flat-fee model, charging clients a straightforward annual planning and investment management fee rather than the percentage-of-assets pricing common throughout the industry.

Why it matters

Reaching $500 million in assets under management is a significant accomplishment for Meredith Wealth Planning, as it demonstrates the firm's ability to attract and retain clients by offering a more transparent and conflict-free approach to financial advice. The flat-fee model eliminates the misaligned incentives often found in traditional percentage-of-assets fee structures, allowing the firm to provide guidance solely in the best interest of the client.

The details

Since its founding in March 2019, Meredith Wealth Planning has grown to serve more than 200 clients across 21 states. The firm's growth has been supported by the addition of Scott Wimmer, CFA, CFP, EA, who joined as Lead Financial Advisor in 2022 and has played a central role in the continued expansion of the practice. Looking ahead, Meredith Wealth Planning plans to continue its measured growth, expanding its advisory team one advisor at a time to maintain the personalized service and close client relationships that have defined the firm since day one.

  • Meredith Wealth Planning was founded in March 2019.
  • Scott Wimmer joined the firm as Lead Financial Advisor in 2022.

The players

Meredith Wealth Planning, LLC

An independent, SEC-registered investment advisory firm headquartered in Maryville, Illinois.

Mark Meredith

The founder and principal of Meredith Wealth Planning.

Scott Wimmer

The Lead Financial Advisor at Meredith Wealth Planning, who joined the firm in 2022.

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What they’re saying

“Reaching $500 million is a milestone I'm incredibly proud of, but what it really represents is the trust that more than 200 families have placed in us.”

— Mark Meredith, Founder and Principal

“People are recognizing that flat-fee financial planning and investment management is a more equitable and transparent model. They're tired of the conflicts of interest that come with traditional asset-based fees and commission-driven product sales. I built this firm to be different, and our growth shows that resonates.”

— Mark Meredith, Founder and Principal

What’s next

Meredith Wealth Planning plans to continue its measured growth, expanding its advisory team one advisor at a time to maintain the personalized service and close client relationships that have defined the firm since day one.

The takeaway

Meredith Wealth Planning's success in reaching $500 million in assets under management demonstrates the growing demand for transparent, conflict-free financial advice. The firm's flat-fee model has resonated with clients, who are seeking an alternative to the traditional percentage-of-assets fee structure that can create misaligned incentives.