Meyer Financial Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,561,957
Clients
15
40% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
LowAverage account size
$1,504,130
About
Meyer Financial Advisors, Inc. is an independent registered investment adviser serving individual and high‑net‑worth clients as well as small businesses, managing roughly $22.6 million across a limited client roster. The firm offers comprehensive financial planning, ongoing portfolio management and investment consultation, and conducts periodic educational workshops on planning and investing topics.
The firm’s investment process blends fundamental and technical analysis within a Modern Portfolio Theory framework to build diversified portfolios that may include domestic and international equities, fixed income, ETFs, REITs and, at times, non‑listed alternative vehicles such as private credit and limited partnerships. Portfolios are typically managed on a discretionary basis and planning engagements can be broad or modular, with the firm applying active management and tax‑aware considerations where appropriate.
Noteworthy features include a concentrated client base and fully discretionary asset management, which are paired with occasional family‑office style operational services (for example, bill‑pay and coordination of external investment paperwork) offered on an hourly basis. The firm’s principal holds a CFA charter and a CDFA designation, and a separate counseling entity provides focused divorce and business consulting, creating an integrated referral pathway for clients with those specific needs.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Debt management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Divorce financial planning
Fee options
Financial planning fixed fees range from $750 to $25,000
$0 - $499,999: 1.00% annually $500,000 - $999,999: 0.75% annually $1,000,000 - $1,999,999: 0.65% annually $2,000,000 - $2,999,999: 0.60% annually $3,000,000+: 0.50% annually
Financial planning hourly fee $400/hour
Minimum fee: Financial planning fixed fees range from $750 to $25,000 Fee-only: Financial planning hourly fee $400/hour, billed in 6-minute increments
Main office location
Meyer Financial Advisors, Inc.
Los Altos CA, United States
Number of offices
1
Most active in
Meyer Financial Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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