Grant Meyer
Trumix Advisors · Bloomington, Minnesota
Grant Meyer is a fee-only financial advisor at Trumix Advisors in Bloomington, Minnesota, who holds the CFP credential. Trumix Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Trumix Advisors |
|---|---|
| Based in | Bloomington, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $169.9M across 714 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 5545777 |
| Exams passed | Series 66 (2013) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.trumixadvisors.com |
How Grant's firm compares
- Trumix Advisors's average account is about $238,000, from its Form ADV (assets managed divided by 714 accounts).
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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 Trumix Advisors 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, Trumix Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Grant Meyer based?
Grant Meyer is based in Bloomington, Minnesota.
What credentials does Grant Meyer hold?
Grant Meyer holds the CFP credential.
Is Grant Meyer registered with the SEC?
Yes. Grant Meyer is registered as an investment adviser representative in MN (CRD 5545777), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trumix Advisors manage?
Trumix Advisors reports $169.9M across 714 accounts in assets under management.
How do I contact Grant Meyer?
Through Grant's website, www.trumixadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bloomington
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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