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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- VectorBeacon +more
- Established Date
- 03-06-2019
- Office Locations
- 1
Office Locations
About Meredith Wealth Planning
Meredith Wealth Planning provides flat-fee financial planning and ongoing investment management for individual households, with a thorough, planning-led approach (including retirement readiness). The two-advisor team serves clients across 21 states and offers transparent pricing of $550/month per household. Portfolios are built with diversified public funds, including ETFs and mutual funds, and custody is supported through Charles Schwab.
Team overview
Insights
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK THOMAS MEREDITH
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5669758
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RICHARD SCOTT WIMMER JR
Financial Planner
- CRD
- #5584593
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $478,744,219 | $523,790 |
| Non-Discretionary | $0 | -- |
| Total | $478,744,219 | $523,790 |
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Separately Managed Accounts
Total SMA Asset: $478,744,219
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $636,505,940 | 7.6% |
| Equity - Exchange | $1,641,515,320 | 19.6% |
| Cash | $678,381,331 | 8.1% |
| Equity - OTC | $1,792,266,727 | 21.4% |
| Other | $1,273,011,881 | 15.2% |
| Private Funds | $1,465,638,679 | 17.5% |
| U.S. Government/Agency | $887,758,286 | 10.6% |
| Total | $8,375,078,164 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE OPTIMA | PIONEER VALUE | TM4AH3CR0 | GSQT | 1.26% | $3,618,653 |
| UNISON HARBOR DELTA | GLACIER BEACON | 3ZVBYDZST | KBLC | 12.01% | $24,828,769 |
| PIONEER EAGLE | PEAK QUANTUM | C84OMB59A | WLP | 0.73% | $39,255,566 |
| ATLAS GLACIER VERTEX | OAK FUSION | 2JD20SXQB | JIU | 8.09% | $76,954,082 |
| RADIAL SUMMIT ZENITH | PATHWAY LEGACY | LJ6JXEKON | KLJ | 5.36% | $73,206,701 |
| VITAL OPTIMA | INSIGHT GLACIER | W3LPLX47M | SCEDH | 10.64% | $12,085,620 |
| SUMMIT FRONTIER OAK | RIDGE MATRIX | CHK533JT6 | MNY | 0.97% | $59,332,090 |
| DELTA ELEMENT | MOMENTUM VALUE | YZTDC1G7E | QQY | 0.90% | $97,594,171 |