Meriwether Wealth & Planning, LLC is a small investment advisory firm based out of Minden, LA, with a team of seven dedicated professionals. With four experienced advisors providing investment advisory services, the firm is committed to delivering exceptional financial guidance to its clients. Their extensive knowledge and expertise enable them to manage an average of approximately $37,960,000 in assets per investment advisor.
The firm's compensation structure is designed to align with their clients' best interests. They offer various fee arrangements, including a percentage of assets under management and fixed fees. This flexible approach ensures that clients receive tailored solutions that meet their unique financial needs.
Meriwether Wealth & Planning, LLC serves a diverse client base, boasting over 460 individual clients with a total of $201,888,000 in assets under management. Notably, approximately half of their assets under management are derived from employer 401Ks or individuals, demonstrating the firm's expertise in this specific area.
With a solid reputation in the industry, Meriwether Wealth & Planning, LLC manages 100% of their clients' assets on a discretionary basis. This discretionary authority empowers the firm to make investment decisions autonomously, providing efficient and proactive portfolio management.
The company maintains two offices, ensuring accessibility and convenience for their clients. They take pride in their team's longevity, with some of the most tenured advisors, such as Andrew Pendergrass, Tracy Campbell, and Jeremy Pendergrass, contributing their expertise and dedication to the firm's success.
Meriwether Wealth & Planning, LLC is committed to building lasting relationships with their clients by offering comprehensive financial planning and investment advisory services tailored to each individual's goals and aspirations.