Meehan Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Meehan Wealth Advisors provides financial planning and referral services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities, with its client work concentrated among high‑net‑worth individuals. The firm does not manage client assets, take custody, or accept discretionary investment authority; instead it coordinates planning and refers clients to outside investment advisors for implementation.
MWA’s work focuses on tailored financial plans that address cash management, retirement, tax, estate and charitable giving needs; planning engagements are billed as annual flat fees or hourly project fees and are typically completed within six months. For investment management, the firm enters written solicitation arrangements with independent investment advisors, discloses shared management fees received from those advisors, and does not employ percentage‑of‑AUM or performance‑based fees in its own compensation model.
A notable feature of the firm is its accounting background: the firm’s principals were partners in Meehan & Associates, a certified public accounting practice that was dissolved as of 12/31/2025, and supervised persons hold CPA credentials, which informs its emphasis on tax and planning integration. Compared with many peers, MWA operates primarily as a planning‑and‑referral adviser rather than a direct portfolio manager and explicitly does not provide portfolio management for individual clients.
Client services
Expertise
Fee options
Annual flat/fixed fee ranges from $2,000 to $10,000 for financial planning
Hourly fees range from $175 to $375 per hour for financial planning
Minimum fee: Annual flat/fixed fee ranges from $2,000 to $10,000 for financial planning Fee-only: Financial planning fees charged as annual flat/fixed fees ($2,000 to $10,000) or hourly fees ($175 to $375 per hour)
Main office
Sea Girt NJ
Advisors at this office
2
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Sue M
Series 65
Sea Girt, NJ
Meehan Wealth Advisors, LLC
Sue Meehan is a financial advisor at Meehan Wealth Advisors, LLC with 13 years of industry experience. She holds a Series 65 designation and has been working at Meehan Wealth Advisors since 2012. Prior to this, she has been associated with Meehan & Associates, a certified public accounting practice, since 1984. Meehan Wealth Advisors provides financial planning and referral services primarily to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on tailored financial plans addressing cash management, retirement, tax, estate, and charitable giving needs, and refers clients to independent investment advisors for asset management.
Richard M
Series 65
Sea Girt, NJ
Meehan Wealth Advisors, LLC
Richard Meehan is a Series 65-licensed financial advisor with 13 years of experience at Meehan Wealth Advisors, LLC, where he has worked since 2012. He also has a long-standing history with Meehan & Associates, a certified public accounting practice active since 1984. Meehan Wealth Advisors provides financial planning and referral services primarily to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on tailored financial plans covering cash management, retirement, tax, estate, and charitable giving needs, and operates mainly as a planning-and-referral adviser, coordinating with independent investment advisors for portfolio management.
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