Description of Advisory Firm Meredith Wealth Planning, LLC (“MWP”) was founded in March of 2019. Mark Meredith is the principal and sole owner of MWP. Types of Advisory Services Wealth Planning Meredith Wealth Planning, LLC’s Wealth Planning service provides ongoing financial planning and investment management services. The investment management and financial planning services included in this offering are: Investment Management Services MWP manages individually tailored investment portfolios, although many Clients will hold similar securities and allocations. Accounts are managed on a discretionary basis. We provide advice on accounts not under our direct investment management (such as employee retirement accounts, annuity contracts, 529 plans etc.) that we are able to view (but not make trades, disbursements, or withdrawals) through aggregation software in order to take a holistic approach to managing a Client’s investable assets. MWP provides continuous advice to a Client regarding the investment of Client funds based on the individual needs of the Client. Through personal discussions in which goals and objectives based on a Client's particular circumstances are established, we develop a Client's personal investment policy or an investment plan with an asset allocation target and create and manage a portfolio based on that policy and allocation targets. We will also review and discuss a Client’s prior investment history, as well as family composition and background. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Fees pertaining to this service are outlined in Item 5 of this brochure. Financial Planning For designing a comprehensive plan, a Client will be taken through establishing goals and values around money. They will be required to provide information to help complete the following areas of analysis: net worth,

cash flow, insurance, employee benefit, retirement planning, insurance, investments, and college planning. Once the Client's information is reviewed, MWP will build the Client’s financial plan and then the findings, analysis and potential changes to their current situation will be reviewed with the Client. Clients will receive a written or an electronic report, providing the Client with a detailed financial plan designed to achieve his or her stated financial goals and objectives. The plan and the Client's financial situation and goals will be monitored. On an annual basis, MWP will perform a full review of the Client’s plan to ensure its ongoing accuracy and appropriateness. Any needed updates will be implemented at that time. Limited Scope Financial Planning Services For clients who do not have the need or desire to engage in ongoing Wealth Planning services, we provide limited scope financial planning services. In general, the financial plan will address any or all the following areas of concern: retirement planning, risk management, college savings, cash flow, debt management, work benefits, and investment analysis. Financial planning involves an evaluation of a Client's current and future financial state by using currently known variables to predict future cash flows, asset values, and withdrawal plans. Through the financial planning process, the Client’s questions, information, and analysis will be considered as they affect and are affected by the entire financial and life situation of the Client. Clients will receive a written or an electronic report, providing the Client with a detailed financial plan designed to achieve his or her stated financial goals and objectives. Wrap Fee Programs We do not participate in wrap fee programs. Assets Under Advisement As of January 3, 2023, Meredith Wealth Planning had assets under advisement of $192,512,752 which included regulatory assets under management of $173,496,779.