Daniel Meyers
Adventure Wealth · Ridgway, Colorado
Daniel Meyers is a fee-only financial advisor at Adventure Wealth in Ridgway, Colorado. Daniel charges a percentage of assets and an ongoing planning fee (1.25% a year on the first tier of assets managed and a $1,000,000 asset minimum) and focuses on equity compensation, retirement with concentrated positions and tax planning.
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Specialties
Who they serve
- Executives
- Tech employees
- Multi-generational families
Facts
| Firm | Adventure Wealth |
|---|---|
| Based in | Ridgway, Colorado |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Assets under management | $31.4M across 31 accounts |
| SEC registration | Investment adviser representative in CA, CO, NJ, TX · CRD 7216680 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.adventurewealth.com |
| Profile |
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Questions about Daniel
Is Daniel Meyers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Adventure Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel charges a percentage of assets and an ongoing planning fee.
How much does Daniel charge?
According to Adventure Wealth's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is Daniel Meyers based?
Daniel Meyers is based in Ridgway, Colorado.
What does Daniel specialize in?
Daniel's specialties include equity compensation, retirement with concentrated positions, tax planning and estate & legacy planning. Daniel works with executives, tech employees and multi-generational families.
Is Daniel Meyers registered with the SEC?
Yes. Daniel Meyers is registered as an investment adviser representative in CA, CO, NJ and TX (CRD 7216680), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Adventure Wealth manage?
Adventure Wealth reports $31.4M across 31 accounts in assets under management.
How do I contact Daniel Meyers?
Through Daniel's website, www.adventurewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Adventure Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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