Advisor at Meyers Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Meyers Wealth Management, LLC
Location
Columbus, OH 43220
Credentials
Series 66
Industry experience
7 years
Benjamin Melnick is a financial advisor at Meyers Wealth Management, LLC in Columbus, OH, with seven years of industry experience. He holds the Series 66 designation and has worked at Meyers Wealth Management since 2017, following positions at Wells Fargo Advisors and Wells Fargo Clearing Services. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses with portfolio management and planning services. The firm manages approximately $1.61 billion and employs a range of investment strategies, including tactical asset allocation and value investing, while offering educational seminars and pension consulting.
Based on Meyers Wealth Management, LLC
Based on Meyers Wealth Management, LLC
$0 - $500,000: 1.75% - 2.00% $500,001 - $1,000,000: 1.50% - 1.75% $1,000,001 - $2,500,000: 1.25% - 1.50% $2,500,001 - $5,000,000: 1.00% - 1.25% $5,000,001+: 1.00% and Below
Fee-only: Fee based on percentage of assets under management as per tiered schedule; no commissions for advisory services
5005 Horizons Drive, Suite 200
Columbus, OH 43220
Ohio · Oregon
Meyers Wealth Management, LLC
2018 - Present (8 years)
Meyers Wealth Management, LLC
2017 - 2018 (1 year)
Wells Fargo Clearing
2016 - 2017 (1 year)
Wells Fargo Advisors, Llc
2015 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
Series 66
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