Meriwether Wealth & Planning
No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation
Meriwether offers personalized, relationship-based guidance through strategic planning from professionals focused on their career to those approaching retirement.
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Management
- Charitable Giving
- Debt Management
- Education Planning
- Equity Compensation
- Estate Planning
- Executive Compensation
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Investment Management
- Life Transition Planning
- Philanthropic Planning
- Portfolio Management
- Retirement Planning
- Social Security Planning
- Stock Option Planning
- Tax Planning & Strategy
- Wealth Management
Pricing
- Hourly Rate — $150–$500/hour
- Subscription — $200–$600 monthly
- AUM-Based Fee — 1% of AUM