David Meyers
Meyers Wealth Management · Palo Alto, California
David Meyers is a fee-only financial advisor at Meyers Wealth Management in Palo Alto, California, who holds the CFP credential. David charges hourly fees, a percentage of assets and an ongoing planning fee (no asset minimum).
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Facts
| Firm | Meyers Wealth Management |
|---|---|
| Based in | Palo Alto, California |
| Fee model | Hourly · Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $96M across 160 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 3202058 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | meyersmoney.com |
How David's firm compares
- Meyers Wealth Management's average account is about $600,000, from its Form ADV (assets managed divided by 160 accounts).
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Questions about David
Is David Meyers a fee-only financial advisor?
Yes. David Meyers is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David charge for financial advice?
David charges hourly fees, a percentage of assets and an ongoing planning fee.
How much does David charge?
According to Meyers Wealth Management's website, checked October 28, 2026: no asset minimum.
Where is David Meyers based?
David Meyers is based in Palo Alto, California.
What credentials does David Meyers hold?
David Meyers holds the CFP credential.
Is David Meyers registered with the SEC?
Yes. David Meyers is registered as an investment adviser representative in CA (CRD 3202058), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Meyers Wealth Management manage?
Meyers Wealth Management reports $96M across 160 accounts in assets under management.
How do I contact David Meyers?
Through David's website, meyersmoney.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Meyers Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- 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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