Gregory Meyer
New Wave Financial Services · Hermosa Beach, California
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.
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Specialties
Who they serve
- Tech employees
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 |
| Assets under management | $121.6M across 234 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NY, TX · CRD 5841447 |
| Exams passed | Series 63 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.newwavefs.com |
| Profile |
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Questions about Gregory
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.
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
- New Wave Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- 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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