Meredith CallowayCFP® · ChFC®
Founder & Senior Wealth Advisor · Calloway Wealth Planning · Austin, TX
★★★★★ 4.9(87+ client reviews)Fee-only fiduciaryVirtual nationwide
Fee
0.85%
Fee-only
Minimum
$250k
to start
Experience
18 yrs
advising clients
Response
within 2 hours
typical reply
About Meredith
Meredith spent a decade inside a national brokerage before opening her own fee-only practice in 2013, largely because she wanted to sit on the same side of the table as her clients. Her practice centers on the ten years before and after retirement - the window where sequence risk, Social Security timing, and tax placement decide whether a portfolio lasts.
Clients describe her style as calm and specific: every recommendation arrives with the math attached. Her firm serves about 90 households, deliberately capped so review meetings never feel rushed.
Specialties & services
- Flat 0.85% with no product commissions
- In-house tax-loss harvesting every quarter
- Retirement paycheck design for drawdown years
Best for
Pre-retirees within 10 years of the finish line
Sound like you? Smart move: compare Meredith against 2–3 similar advisors before deciding. The matcher screens the whole network against your goals and shows you Meredith's availability alongside the alternatives — free.
Frequently asked about Meredith Calloway
What are Meredith Calloway's fees?
Meredith Calloway of Calloway Wealth Planning publishes a fee of 0.85% AUM (fee-only — paid solely by clients, never product commissions). Fees can change and may vary by service level, so confirm directly before engaging.
What is Meredith Calloway's account minimum?
Calloway Wealth Planning lists a minimum of $250k in investable assets for ongoing management. If you're below the minimum, the AdvisoryReviews matcher can route you to network advisors with no minimum.
Is Meredith Calloway a fiduciary?
Meredith Calloway operates under the fiduciary standard and runs a fee-only practice, meaning compensation comes only from clients — never commissions. Always verify any advisor's registration and record on the SEC's Investment Adviser Public Disclosure site before engaging.
Does Meredith work with clients outside Austin?
Yes — Calloway Wealth Planning works with clients virtually nationwide, alongside in-person meetings in Austin, TX.
How do I book a call with Meredith Calloway?
Use the free AdvisoryReviews matcher to check Meredith's current availability. Advisors cap new clients monthly, so the matcher confirms fit and open capacity first — then the intro call is scheduled at no cost and with no obligation.
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