Meenes Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Meenes Wealth Partners provides flat-fee, fiduciary wealth management, comprehensive financial planning, and investment advisory services to individuals and families, with a primary focus on pre‑retiree and retiree households. The firm delivers ongoing, relationship‑based retainer engagements and, when appropriate, narrower project‑based planning work.
The firm’s investment approach is grounded in evidence‑based principles such as global diversification, cost efficiency, long‑term discipline, and tax‑aware portfolio management, with implementation that emphasizes rebalancing and tax‑sensitive actions like tax‑loss harvesting. Investment management is carried out on a non‑discretionary basis, so trades are implemented only after client approval and accounts are reviewed at least annually.
Meenes Wealth is notable among independent advisers for advertising third‑party ratings in its client materials and for not charging percentage‑of‑assets fees, instead using flat retainers and project fees while remaining fee‑only and commission‑free. The firm also reports most client assets as advisory or under advisement rather than discretionary AUM and operates with a deliberately small, limited client base, which produces a hands‑on, consultative service model that differs from the more common AUM‑based practices.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
One-time financial plan design fee typically ranges from $6,000 to $15,000; project-based advisory services fees generally range from $6,000 to $15,000 per project.
Flat annual advisory fee charged on a retainer basis; billed quarterly after services provided.
Minimum fee: Annual advisory fees generally range from $10,000 to $35,000 per year depending on complexity and scope of services. Fee-only: Flat fixed annual fee for comprehensive financial planning under retainer-based advisory agreement; fees negotiable and agreed upon in advance.
Main office
Shrewsbury MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Blueprint Financial Planning, LLC · Meenes Wealth Partners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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