# Gregory Meyer

> Gregory Meyer is a fee-only financial advisor at New Wave Financial Services in Hermosa Beach, California, who holds the CFP credential. Gregory focuses on tax planning, retirement with concentrated positions and founders (pre-exit). New Wave Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/gregory-meyer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** New Wave Financial Services
- **Based in:** Hermosa Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $121.6M across 234 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Retirement with concentrated positions, Founders (pre-exit)
- **Works with:** Tech employees
- **CRD:** 5841447 (https://adviserinfo.sec.gov/individual/summary/5841447)
- **SEC registration:** Investment adviser representative in CA, NY, TX
- **Exams passed:** Series 63 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.newwavefs.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and New Wave Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gregory charge for financial advice?

Gregory's firm, New Wave Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Gregory Meyer based?

Gregory Meyer is based in Hermosa Beach, California.

### What does Gregory specialize in?

Gregory's specialties include tax planning, retirement with concentrated positions and founders (pre-exit). Gregory works with tech employees.

### What credentials does Gregory Meyer hold?

Gregory Meyer holds the CFP credential.

### Is Gregory Meyer registered with the SEC?

Yes. Gregory Meyer is registered as an investment adviser representative in CA, NY and TX (CRD 5841447), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does New Wave Financial Services manage?

New Wave Financial Services reports $121.6M across 234 accounts in assets under management.

### How do I contact Gregory Meyer?

Through Gregory's website, www.newwavefs.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5841447): 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
- The firm's website (https://www.newwavefs.com/): specialties, clients served, and fees, checked October 30, 2026

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