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
12 years
Patrick Doss is a financial advisor with Meyers Wealth Management, LLC in Columbus, OH, holding a Series 66 designation and 12 years of industry experience. He has worked at Meyers Wealth Management since 2018 and previously spent nine years at Wells Fargo Advisors, LLC, followed by two years at Wells Fargo Clearing. Meyers Wealth Management is a SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses with portfolio management and related planning services. The firm employs a range of investment strategies, manages approximately $1.61 billion in assets, and offers educational seminars and pension consulting as part of its client services.
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
Meyers Wealth Management, LLC
2018 - Present (8 years)
Wells Fargo Clearing
2016 - 2018 (2 years)
Wells Fargo Advisors, LLc
2007 - 2016 (9 years)
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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
They provide legal services, typically billed separately.
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.
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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CFP®, Series 66
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Ferraro Wealth Management, LLC
Series 65
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Steele Investment Counsel, Ltd.
CFP®, Series 63, Series 65
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Tricord Wealth Advisors
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