MC

Meredith Wood Clark

1 Year of Experience

Firm Information

Compensation
N/A
Number of Advisors
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Plan Fee:Up to $225

NerdWallet Advisory does not charge users a fee to use the Advisors Match platform. Instead, they receive compensation through referral arrangements with Advisory Firms. This compensation can include a one-time fee ($500) if a user becomes a client, a lead-generation fee ($13-$1,150), a revenue-sharing arrangement, or a combination of both. The financial plan provided by Quinn is free. The financial planning service through Uprise requires a fixed membership fee, which varies depending on your chosen membership level, ranging up to $225 per quarter.

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Advisor Information

Office location

4150 N Drinkwater Blvd., Suite 200, Scottsdale, AZ, 85251

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Nerdwallet Advisory
February 2024 - Present · 1 yr 11 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.