Cynthia Meyer
Real Life Planning · Gladstone, New Jersey
Cynthia Meyer is a fee-only financial advisor at Real Life Planning in Gladstone, New Jersey, who holds the CFA, CFP and ChFC credentials. Real Life Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Real Life Planning |
|---|---|
| Based in | Gladstone, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $9.4M across 70 accounts |
| Credentials | CFA · CFP · ChFC |
| SEC registration | Investment adviser representative in CA, FL, NJ, NY, TX, VA · CRD 2841828 |
| Exams passed | Series 65 (1997) · Series 63 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Cynthia's firm compares
- Real Life Planning's average account is about $134,000, from its Form ADV (assets managed divided by 70 accounts).
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Questions about Cynthia
Is Cynthia Meyer a fee-only financial advisor?
Yes. Cynthia Meyer is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Cynthia's firm.
How does Cynthia charge for financial advice?
Cynthia's firm, Real Life Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Cynthia Meyer based?
Cynthia Meyer is based in Gladstone, New Jersey.
What credentials does Cynthia Meyer hold?
Cynthia Meyer holds the CFA, CFP and ChFC credentials.
Is Cynthia Meyer registered with the SEC?
Yes. Cynthia Meyer is registered as an investment adviser representative in CA, FL, NJ, NY, TX and VA (CRD 2841828), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Real Life Planning manage?
Real Life Planning reports $9.4M across 70 accounts in assets under management.
How do I contact Cynthia Meyer?
Contact details aren't on file yet. Search for Real Life Planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Gladstone
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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