Mark Thomas Meredith
Investment adviser representative at Meredith Wealth Planning
15 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$478.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Meredith Wealth PlanningMar 2019 to now
- Raymond James Financial ServicesNov 2011 to Mar 2019
- Raymond James Financial Services Advisors Inc.Nov 2011 to Mar 2019
- The Bank of EdwardsvilleJun 2011 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 4 states (FL, IL, MO, TX).
Meredith Wealth Planning
Legal name: Meredith Wealth Planning LLC
$478.7MAssets managed
221Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5669758
- Firm CRD
- 300019