Meyers Financial Services

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Client assets under management

$28,250,517

Clients

7% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$513,646

About

Meyers Financial Services provides discretionary portfolio management, ERISA 3(21) retirement‑plan advisory, and both one‑time and ongoing financial planning to individuals, high‑net‑worth clients and charitable organizations. In addition to investment advisory work, the firm’s principal is licensed as an insurance agent and provides tax preparation and related services through affiliated entities, and the brochure discloses that the firm receives commissions and other compensation from those non‑securities products.

Portfolios are managed under written investment policy statements and may use fundamental and technical analysis, with monthly reviews and discretionary trading authority when authorized by clients. The firm also runs educational seminars and workshops at no charge to attendees and offers specialized planning services such as divorce financial analysis and structured ongoing planning with periodic client meetings.

What distinguishes the firm from many peers is the combination of advisory, insurance sales and tax‑preparation activities under the same ownership (the principal reports spending roughly 35% of her time on tax services), a structure the brochure identifies as a potential conflict and describes disclosure and mitigation procedures for. With a relatively small client roster and about $28.4 million in reported assets under management, the firm emphasizes hands‑on account reviews and direct retirement plan support alongside public education programming.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Divorce financial planning Income planning

Demographic focus

Retired

Fee options

Fixed

Financial planning services flat fee between $3,000 and $5,000; ongoing financial planning fixed annual fee ranging from $36,000 to $40,000 paid monthly in advance.

Project-based

$400 per hour for financial planning services; $100 per hour for travel time and administrative services; $400 per hour for court, mediation or arbitration hearings.

Other

Account minimum: $300,000

Main office location

Meyers Financial Services

670 West Napa Street, Suite C

Sonoma CA 95476-6437, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Instagram Website 707-935-1124

Advisors at this firm

Lillian M

CFP®, Series 63

Sonoma, CA

Meyers Financial Services

Lillian Meyers is a CFP® with 35 years of industry experience and is principal of Meyers Financial Services in Sonoma, CA. She has held roles at Girard Securities and founded multiple related entities, including Green Valley Tax Services, where she provides tax preparation and IRS representation. Meyers also holds a Certified Divorce Financial Analyst credential and operates a financial planning and advisory firm with a focus on comprehensive client services. Meyers Financial Services offers discretionary portfolio management, retirement-plan advisory, and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm integrates investment advisory, insurance sales, and tax preparation under a single ownership structure and conducts educational seminars and specialized planning services such as divorce financial analysis.

Divorce financial planning Income planning Retired

Ariel A

Series 65

Sonoma, CA

Meyers Financial Services

Ariel Andrews Nolan is a financial advisor at Meyers Financial Services with five years of industry experience. She holds a Series 65 designation and has worked at Meyers Financial Services since 2018. Prior to her advisory role, she was involved in the hospitality industry, including positions at The Girl & The Fig, LLC and Cafe Sarafornia. Meyers Financial Services offers discretionary portfolio management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm combines advisory, insurance sales, and tax preparation under one ownership, providing specialized planning services and educational workshops.

Divorce financial planning Income planning Retired

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