Meera Meyer
Advisor at Full Body Finance
Updated today
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
Full Body Finance
Location
Boulder, CO 80301
Credentials
CFP®, Series 65
Industry experience
7 years
About
Meera Meyer is a CFP® and holds a Series 65 license, with seven years of industry experience. She currently operates at Life.Money.Balance., an independent firm she has been with since 2017, following earlier roles at Dunston Financial Group and BSW Wealth Partners. Life.Money.Balance. provides holistic financial planning and coaching to individuals, families, and high-net-worth clients, including trusts and charitable accounts. The firm emphasizes long-term, asset-allocation strategies using ETFs and mutual funds, integrates behavioral and somatic decision-making tools into client meetings, and offers educational resources such as newsletters, group courses, and a membership platform.
Client services
Based on Full Body Finance
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Fee options
Financial Planner: $10,000/year; Financial Partner: $20,000/year; Financial Concierge: $30,000/year
$0 - $3,000,000: Flat fee included in the annual fee ($30,000) for Financial Concierge tier Above $3,000,000+: 0.50% annually on assets above $3,000,000 (Financial Concierge tier)
Minimum fee: Financial Planner: $10,000 annually; Financial Partner: $20,000 annually; Financial Concierge: $30,000 annually plus 0.50% on assets above $3 million Fee-only: All fees are fee-only, no commissions or third-party compensation
Location
4818 Hopkins Place
Boulder, CO 80301
Most active in
Meera M has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
MMeyer Consulting, LLC
2017 - Present (9 years)
Dunston Financial Group
2017 - 2017 (1 year)
BSW Wealth Partners
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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