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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Meridian element
- Established Date
- 11-23-2015
- Office Locations
- 1
Office Locations
About Mears Money Management
Mears Money Management is a family-owned advisory firm in Valencia, CA led by John Andrew Mears, focused on retirees and near-retirees (within ~5 years) who have saved $500k+ for retirement. The firm delivers retirement planning, tax-aware investment guidance, and investor education through personalized playbooks and updates, using an evidence-based, efficiency-minded approach. Portfolios are primarily ETF-based, custody at Schwab, and outreach includes the bi-weekly Red Zone Retirement Program podcast.
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Owner & Executives
JOHN ANDREW MEARS
Investment Advisor, President
- CRD
- #2496834
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,374,375 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,374,375 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,374,375
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,901,460,120 | 56.8% |
| Cash | $2,206,744,316 | 43.2% |
| Total | $5,108,204,436 | 100.0% |