MEREDITH WEALTH PLANNING

Legal name: MEREDITH WEALTH PLANNING LLC

CRD 300019File 801-122113

APPROVED

Retail clients

Custody

Filing as of Jan 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$478.7M

Above cohort median (national)

Discretionary AUM

$478.7M

Clients

221

914 accounts

Employees

Below cohort median in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Aug 18, 2021
Principal office: 6300 EAST MAIN STREET, MARYVILLE, IL, 62062
Phone: 618-744-6755
Website: https://meredithwealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $478.7M
Discretionary AUM: $478.7M
Non-discretionary AUM: $0
Discretionary accounts: 914
Non-discretionary accounts: 0
Total accounts: 914
AUM per client: $2.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$17.9M
Charitable organizations	Fewer than 5	$338K
High net worth individuals	116	$397.8M
Individuals (other than high net worth individuals)	105	$62.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.