A complete list of active advisors currently associated with Meenes Wealth Partners

Warmer can help you find a great advisor at Meenes Wealth Partners or one who fits your needs even better.

Meenes Wealth Partners provides flat-fee fiduciary wealth management, financial planning, and investment advisory services to individuals and families, with a primary focus on pre-retiree and retiree households. The solo, fee-only adviser maintains a limited client roster and emphasizes ongoing, relationship-based engagements rather than one-off or product-driven work. The firm describes an evidence-based investment approach that emphasizes global diversification, cost efficiency, tax-aware portfolio management, and long-term discipline, implemented through an integrated process of Discovery, Design, Implementation, and Maintenance. Meenes Wealth Partners reports approximately $50 million in assets under advisement and manages client accounts on a non-discretionary basis, seeking client approval before executing transactions. Notable details in the brochure include the firm’s explicit decision not to charge fees based on assets under management, instead using flat retainer and project-based agreements, and its stated policy of not accepting commissions or custody of client assets. The combination of a relatively large amount of assets under advisement, a small client base, and a primarily non-discretionary, flat-fee model distinguishes its operating structure from many independent advisers.

To learn more about the advisors currently working at Meenes Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.