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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 15 clients, or 15 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Meyer Financial Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOEL MICHAEL MEYER
Chief Compliance Officer, Chief Executive Officer, Founder, President
- CRD
- #2507610
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,561,957 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,561,957 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Meyer Financial Advisors, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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