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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-03-2018
- Office Locations
- 1
Office Locations
About KG Meyer, PC
KG Meyer, P.C. is a Tennessee-based RIA providing fixed-fee, values-based financial planning, asset management, and tax preparation for individuals and families working toward retirement and other major goals. Investment management is implemented primarily with ETFs (with some cash) and custody includes Charles Schwab. The firm also addresses risk management, including indexed universal life strategies for tax-efficient retirement income when appropriate.
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Investment Themes
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Owner & Executives
Kirk Gunter Meyer
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6983077
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $850,250 | -- |
| Non-Discretionary | $0 | -- |
| Total | $850,250 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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