Debra Meyer
Moonstone Asset Management · Northbrook, Illinois
Debra Meyer is a fee-only financial advisor at Moonstone Asset Management in Northbrook, Illinois. Debra focuses on estate & legacy planning and family wealth transfer. Moonstone Asset Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Moonstone Asset Management |
|---|---|
| Based in | Northbrook, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $75M across 68 accounts |
| SEC registration | Investment adviser representative in IL · CRD 7355832 |
| Exams passed | Series 65 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.moonstoneasset.com |
| Profile |
How Debra's firm compares
- Moonstone Asset Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 68 accounts).
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Questions about Debra
Is Debra Meyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Debra 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 Debra charge for financial advice?
Debra's firm, Moonstone Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Debra Meyer based?
Debra Meyer is based in Northbrook, Illinois.
What does Debra specialize in?
Debra's specialties include estate & legacy planning and family wealth transfer. Debra works with multi-generational families.
Is Debra Meyer registered with the SEC?
Yes. Debra Meyer is registered as an investment adviser representative in IL (CRD 7355832), 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 Debra Meyer?
Through Debra's website, www.moonstoneasset.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
- Moonstone Asset Management 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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