Advisor at Meyers Wealth Management, LLC
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Firm
Meyers Wealth Management, LLC
Location
Columbus, OH 43220
Credentials
Series 66
Industry experience
10 years
Matthew Meyers is a financial advisor with Meyers Wealth Management, LLC in Columbus, Ohio. He holds a Series 66 designation and has 10 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing Services. He has been with Meyers Wealth Management since 2017. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.61 billion using individualized, discretionary investment strategies that combine tactical asset allocation, value investing, and customized equity and fixed-income approaches.
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 · South Carolina · Texas
Meyers Wealth Management, LLC
2017 - Present (9 years)
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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Bank
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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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Series 65
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DBA, Cornerstone Investment Counsel
CFP®, Series 66
Dublin, OH
Ferraro Wealth Management, LLC
Series 65
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Steele Investment Counsel, Ltd.
CFP®, Series 63, Series 65
Worthington, OH
Tricord Wealth Advisors
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