Andrew
Pendergrass

Meriwether Wealth & Planning, LLC

CRD#6444601
Investment Advisor
in Minden, LA

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About this Advisor

Andrew Pendergrass is a financial advisor based in Minden, Louisiana, working with Meriwether Wealth & Planning, LLC. Andrew has previously held positions at Argent Financial Group, United Way Of Northwest Louisiana, Lpl Financial LLC, Argent Advisors, Inc, Argent Trust Company, and Meriwether Wealth & Planning, LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Arkansas, Louisiana, Missouri, and Texas. Currently, Andrew is part of Meriwether Wealth & Planning, LLC, which operates out of Minden, Louisiana. The firm has one office and seven employees. The firm manages assets totaling $219.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Meriwether Wealth & Planning, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1000 Broadway St
Minden, LA 71055

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Meriwether Wealth & Planning, LLC Brokerage Details

Total Assets Under Management

$219,777,242

LA Average: $486,181,852
Total Number of Employees

7

LA Average: 13
Total Number of Accounts

1,166

LA Average: 722
Average Account Size

$188,488

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Andrew Pendergrass Work History

2021 - Present (3 years)

Meriwether Wealth & Planning, LLC

2015 - 2015 (< 1 year)

Argent Financial Group

2015 - 2020 (5 years)

Lpl Financial LLC

2015 - 2021 (6 years)

Argent Advisors, Inc

2015 - 2021 (6 years)

Argent Trust Company

2012 - 2014 (2 years)

United Way Of Northwest Louisiana

Disclosures

Please visit the SEC profile of Andrew Pendergrass to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Meriwether Wealth & Planning, LLC

Jeremy Pendergrass
Minden, LA
Tracy Campbell
Minden, LA
Andrew Pendergrass
Minden, LA
Tyrus Pendergrass
Minden, LA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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