A complete list of active advisors currently associated with Meriwether Wealth & Planning, LLC
Warmer can help you find a great advisor at Meriwether Wealth & Planning, LLC or one who fits your needs even better.
Meriwether Wealth & Planning LLC provides discretionary portfolio management, financial planning and consulting, selection of third‑party money managers, and pension consulting to individuals (including high‑net‑worth individuals), trusts, estates, retirement plans, charitable organizations and business entities. The firm manages client portfolios, develops written financial plans, and offers plan‑level and participant education for retirement accounts. MWP tailors investment strategies through an initial client interview to determine objectives and risk tolerance, then implements customized portfolios and model allocations across mutual funds, ETFs, fixed income, real estate funds, annuities and select non‑U.S. securities. The firm relies on third‑party research (including SEI and Morningstar), combines direct management with outside managers and passive vehicles, and monitors and rebalances accounts on an ongoing basis. The brochure discloses that MWP may pay referral fees to solicitors and receives marketing and administrative support from its primary custodian/platform provider, and it maintains a public website and CRD listing; separately, the firm uses client testimonials and advertises third‑party ratings in its marketing materials, which is uncommon for similar team firms. MWP also generally requires clients to custody assets at a recommended custodian (SEI) and describes receiving a range of non‑cash benefits and marketing assistance from that custodian, arrangements the brochure identifies as material to its business relationships.
To learn more about the advisors currently working at Meriwether Wealth & Planning, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Minden, LA
| 4
| |
Minden, LA
| 1
| |
Minden, LA
| 1
| |
Minden, LA
| 11
| |
Minden, LA
| 7
|
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