Doralee Meyer
Merino Wealth Management · Tempe, Arizona
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.
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Facts
| Firm | Merino Wealth Management |
|---|---|
| Based in | Tempe, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $47.2M across 399 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, IL · CRD 5162632 |
| Exams passed | Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.merinowealth.com |
How Doralee's firm compares
- Merino Wealth Management's average account is about $118,000, from its Form ADV (assets managed divided by 399 accounts).
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Questions about Doralee
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.
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
- 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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