# Meriwether Wealth & Planning, LLC
Source: https://planprovider.pro/provider/meriwether-wealth-and-planning-llc

> Founded in 2021, Meriwether Wealth & Planning, LLC is a fee-based Registered Investment Adviser (RIA) with offices in Minden and Ruston, serving clients…

Retirement Plan Advisor

Minden, LA

## About Meriwether Wealth & Planning, LLC

<p>Founded in 2021, Meriwether Wealth &amp; 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](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

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