James Meyer
Tower Bridge Advisors · West Conshohocken, Pennsylvania
James Meyer is a fee-only financial advisor at Tower Bridge Advisors in West Conshohocken, Pennsylvania, who holds the CFA credential. Tower Bridge Advisors reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Tower Bridge Advisors |
|---|---|
| Based in | West Conshohocken, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $1.49B across 805 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA · CRD 333111 |
| Exams passed | Series 63 (1982) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.towerbridgeadvisors.com |
How James's firm compares
- Tower Bridge Advisors's average account is about $1.9 million, from its Form ADV (assets managed divided by 805 accounts).
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Questions about James
Is James Meyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Tower Bridge Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Tower Bridge Advisors, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is James Meyer based?
James Meyer is based in West Conshohocken, Pennsylvania.
What credentials does James Meyer hold?
James Meyer holds the CFA credential.
Is James Meyer registered with the SEC?
Yes. James Meyer is registered as an investment adviser representative in PA (CRD 333111), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tower Bridge Advisors manage?
Tower Bridge Advisors reports $1.49B across 805 accounts in assets under management.
How do I contact James Meyer?
Through James's website, www.towerbridgeadvisors.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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