Meredith Clark is a registered investment advisor at Nerdwallet Advisory, based in Scottsdale, AZ, with 2 years of industry experience. Meredith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Fee Structure
NerdWallet Advisory does not offer ongoing financial planning directly. However, through collaborations, users can access ongoing financial planning services from Uprise for a fixed membership fee, billed quarterly, up to $225 per quarter.
NerdWallet Advisory does not offer fixed financial planning directly. However, through collaborations, users can access a free financial plan from Quinn.
Location
4150 N Drinkwater Blvd., Suite 200, Scottsdale, AZ, 85251
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Nerdwallet Advisory
State Registrations1 state
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