Grant Meyer
Daniel Island Wealth Management · Daniel Island, South Carolina
Grant Meyer is a fee-only financial advisor at Daniel Island Wealth Management in Daniel Island, South Carolina. Daniel Island Wealth Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Grant →
Facts
| Firm | Daniel Island Wealth Management |
|---|---|
| Based in | Daniel Island, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $24.5M across 53 accounts |
| SEC registration | Investment adviser representative in IL, SC · CRD 8296999 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.danielislandwm.com |
How Grant's firm compares
- Daniel Island Wealth Management's average account is about $462,000, from its Form ADV (assets managed divided by 53 accounts).
Request an introduction to Grant
Tell Grant a little about what you're looking for. Grant isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Grant
Is Grant Meyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Grant holds no broker registration, and Daniel Island Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Grant charge for financial advice?
Grant's firm, Daniel Island Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Grant Meyer based?
Grant Meyer is based in Daniel Island, South Carolina.
Is Grant Meyer registered with the SEC?
Yes. Grant Meyer is registered as an investment adviser representative in IL and SC (CRD 8296999), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Daniel Island Wealth Management manage?
Daniel Island Wealth Management reports $24.5M across 53 accounts in assets under management.
How do I contact Grant Meyer?
Through Grant's website, www.danielislandwm.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.
See something wrong? Request a correction. Read our methodology.