Meyers Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$96,000,000
Clients
40
75% 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
40
HighAverage account size
$2,400,000
About
Meyers Wealth Management is a fee-only independent advisory practice that provides hourly financial planning and discretionary portfolio management to individuals, families, trusts, qualified retirement plan sponsors, small businesses, and charitable organizations. The firm reports managing approximately $96 million in discretionary assets for about 40 clients and provides written plans as well as portfolio implementation and ongoing management.
The firm’s investment approach emphasizes strategic asset allocation implemented primarily through passively-managed index and index-like mutual funds and exchange-traded funds, with active funds or individual securities added selectively to enhance diversification or access specific asset classes. Advice is customized to each client’s tax and estate circumstances, and the firm generally manages accounts on a discretionary basis under a limited trading authorization.
Distinctive features include the firm’s work with charitable organization clients — a client type that is uncommon among independent advisers — and the combination of a solo-practitioner model with a relatively large asset base and a small client roster. The principal’s quantitative fixed-income and structured-products background, together with CFP-aligned standards, informs a research-driven process that uses third-party data and in-house models.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
General retirement planning
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $6,000,000: 0.75% $6,000,001+: 0.50%
Up to $360 per hour, billed in 6-minute increments
Minimum fee: $6,000 minimum annual fee Fee-only: Fee-only advisory services, no commissions or sales charges
Main office location
Meyers Wealth Management
2211 Park Blvd
Palo Alto CA 94306, United States
Number of offices
1
Most active in
Meyers Wealth Management 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
Quick links
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