Advisor at Forum Financial Management, LP
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Firm
Forum Financial Management, LP
Location
Sonora, CA 95370
Credentials
Series 65
Industry experience
2 years
Brandon Meyer is a financial advisor at Forum Financial Management, LP with two years of industry experience. He holds a Series 65 designation and has prior experience at MP Capital Management, Inc. and MeyerPink Law, LLP, where he is a partner and attorney. Meyer is active in his community, serving on the boards of several local nonprofit organizations, including the Sonora Area Foundation and the Youth Sports Foundation of Tuolumne County. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turn-key asset management platform for independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs in line with a Modern Portfolio Theory approach.
Based on Forum Financial Management, LP
Based on Forum Financial Management, LP
Flat fee for sub-advisory services charged to RIAs; flat fee or negotiated fee for standalone financial planning or educational workshops
$0 - $999,999: 1.20% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.80% $5,000,000+: 0.75%
Account minimum: $25,000 Minimum fee: Minimum annual fee subject to negotiation with a $4,000 ceiling annually for clients with less than $335,000 in assets under management
945 Morning Star Drive
Sonora, CA 95370
California
Sonora Auto Repair & Diesel, Inc.
2025 - Present (1 year)
Forum Financial Management, LP
2024 - Present (2 years)
MP Capital Management, Inc.
2023 - 2024 (1 year)
MeyerPink Law, LLP
2022 - Present (4 years)
Tuolumne Me-Wuk Tribal Council
2005 - 2022 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Sonora, CA
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Series 63
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Series 63, Series 65
Sonora, CA
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Series 63, Series 65
Sherwood Forest, CA
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Series 63, Series 66
Sonora, CA
Valley Wealth Strategies, LLC
Series 66
Sonora, CA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
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