# Doralee Meyer

> Doralee Meyer is a fee-only financial advisor at Merino Wealth Management in Tempe, Arizona, who holds the CFP credential. Merino Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/doralee-meyer/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Merino Wealth Management
- **Based in:** Tempe, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $47.2M across 399 accounts
- **Credentials:** CFP
- **CRD:** 5162632 (https://adviserinfo.sec.gov/individual/summary/5162632)
- **SEC registration:** Investment adviser representative in AZ, IL
- **Exams passed:** Series 66 (2008)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.merinowealth.com

## Frequently asked questions

### Is Doralee Meyer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Doralee holds no broker registration, and Merino Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Doralee charge for financial advice?

Doralee's firm, Merino Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Doralee Meyer based?

Doralee Meyer is based in Tempe, Arizona.

### What credentials does Doralee Meyer hold?

Doralee Meyer holds the CFP credential.

### Is Doralee Meyer registered with the SEC?

Yes. Doralee Meyer is registered as an investment adviser representative in AZ and IL (CRD 5162632), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Merino Wealth Management manage?

Merino Wealth Management reports $47.2M across 399 accounts in assets under management.

### How do I contact Doralee Meyer?

Through Doralee's website, www.merinowealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5162632): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.