# Adam Meyer

> Adam Meyer is a fee-only financial advisor at Moonstone Asset Management in Brookhaven, Georgia. Adam focuses on estate & legacy planning and family wealth transfer. Moonstone Asset Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-meyer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Moonstone Asset Management
- **Based in:** Brookhaven, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $75M across 68 accounts
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 8074640 (https://adviserinfo.sec.gov/individual/summary/8074640)
- **SEC registration:** Investment adviser representative in GA, IL
- **Exams passed:** Series 65 (2026)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.moonstoneasset.com

## Frequently asked questions

### Is Adam Meyer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Moonstone Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam's firm, Moonstone Asset Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Adam Meyer based?

Adam Meyer is based in Brookhaven, Georgia.

### What does Adam specialize in?

Adam's specialties include estate & legacy planning and family wealth transfer. Adam works with multi-generational families.

### Is Adam Meyer registered with the SEC?

Yes. Adam Meyer is registered as an investment adviser representative in GA and IL (CRD 8074640), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Moonstone Asset Management manage?

Moonstone Asset Management reports $75M across 68 accounts in assets under management.

### How do I contact Adam Meyer?

Through Adam's website, www.moonstoneasset.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8074640): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.moonstoneasset.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.