About Meriwether Wealth & Planning, LLC
<p>Founded in 2021, Meriwether Wealth & Planning, LLC is a fee-based Registered Investment Adviser (RIA) with offices in Minden and Ruston, serving clients across north Louisiana and the Ark-La-Tex region.</p> <p>The firm works as a fiduciary, with an approach built around ongoing financial planning and investment management. Meriwether also supports employers with retirement plan oversight through <a href="/plan-advisors">plan advisor</a> services, including 3(21) co-fiduciary guidance and 3(38) discretionary investment management.</p> <p>Beyond retirement plans, Meriwether provides retirement planning, financial planning for individuals in the wealth-building stage, and business-focused planning that includes tax optimization. As of 2026, the firm reports $0.3B in assets under management (AUM).</p> <p>What sets Meriwether apart is its combination of personal, relationship-based planning with formal fiduciary coverage for employer-sponsored plans.</p> <ul> <li>Registered Investment Adviser (RIA); fee-based fiduciary model</li> <li>3(21) retirement plan advice and co-fiduciary support</li> <li>3(38) discretionary investment management for plan lineups</li> <li>Retirement planning and ongoing financial planning</li> <li>Business planning, including tax optimization</li> </ul>
Website: https://meriwether.com
Founded: 2021
Office Locations
- Minden, LA (Headquarters)
- Ruston, LA
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $263.2M
Team Members
- Jeremy Pendergrass, PRESIDENT / PARTNER / FINANCIAL ADVISOR
- Andy Pendergrass, PARTNER / FINANCIAL ADVISOR
- Caron Humphreys, DIRECTOR OF OPERATIONS
- Tracy Campbell, PARTNER / FINANCIAL ADVISOR
- John Michael Cristler, FINANCIAL ADVISOR
- Jessica Lewis, CLIENT SERVICE SPECIALIST
- Mark Green, FINANCIAL ADVISOR / PLANNING SPECIALIST