Meredith Wealth Planning is a flat fee registered investment advisory and financial planning firm located in Maryville, Illinois. The firm is unique in that we do not accept commissions, do not charge based on assets under management, and do not pretend to know where the market is headed in the short-term.The same flat annual fee is charged for all new clients, which is $6,600 annually. From over a decade of experience in the advising industry, I have determined that a larger portfolio balance or net worth does not always require more work on the end of the advisor thus making it unjust to charge someone more money just because they have more. Every client receives very similar benefits and services, which makes the flat fee model more equitable. Read more about the firm's pricing and services here: https://meredithwealth.com/services/Meredith Wealth Planning believes in a systematic rules-based approach to investing, where we focus on factors that have historically driven returns, while keeping expenses and taxes to a minimum. This includes tilting portfolios towards factors like company profitability, company size, momentum, and relative price, which at times throughout history have shown excess returns. More information can be found at www.meredithwealth.com.