Deb Meyer
WorthyNest LLC · Punta Gorda, Florida
Deb Meyer is a fee-only financial advisor at WorthyNest LLC in Punta Gorda, Florida, who holds the CFP and CPA credentials. Deb focuses on retirement planning, tax planning and estate & legacy planning. WorthyNest LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | WorthyNest LLC |
|---|---|
| Based in | Punta Gorda, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $18.0M across 97 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in FL, MO, TX · CRD 4563906 |
| Exams passed | Series 63 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | worthynest.com |
| Profile |
How Deb's firm compares
- WorthyNest LLC's average account is about $186,000, from its Form ADV (assets managed divided by 97 accounts).
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Questions about Deb
Is Deb Meyer a fee-only financial advisor?
Yes. Deb Meyer is listed in 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 Deb's firm.
How does Deb charge for financial advice?
Deb's firm, WorthyNest LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Deb Meyer based?
Deb Meyer is based in Punta Gorda, Florida.
What does Deb specialize in?
Deb's specialties include retirement planning, tax planning, estate & legacy planning and sustainable & impact investing.
What credentials does Deb Meyer hold?
Deb Meyer holds the CFP and CPA credentials.
Is Deb Meyer registered with the SEC?
Yes. Deb Meyer is registered as an investment adviser representative in FL, MO and TX (CRD 4563906), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does WorthyNest LLC manage?
WorthyNest LLC reports $18.0M across 97 accounts in assets under management.
How do I contact Deb Meyer?
Through Deb's website, worthynest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- WorthyNest LLC 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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