This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-02-2018
- Office Locations
- 1
Office Locations
About Meyer Financial Advisors, Inc.
Meyer Financial Advisors is a fee-only advisory firm serving individuals, families, and high net-worth clients with family wealth planning, retirement planning, and portfolio construction centered on diversified, low-cost asset allocation rather than active management. The firm also supports one-off planning projects, including divorce and estate-related situations, with divorce planning offered through sister company Meyer Financial Counseling.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOEL MICHAEL MEYER
Chief Compliance Officer, Chief Executive Officer, Founder, President
- CRD
- #2507610
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,561,957 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,561,957 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing