James Meyers
Laffer Tengler Investments · Scottsdale, Arizona
James Meyers is a fee-only financial advisor at Laffer Tengler Investments in Scottsdale, Arizona. Laffer Tengler Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Laffer Tengler Investments |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $800.1M across 767 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 7353779 |
| Exams passed | Series 65 (2021) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | laffertengler.com |
How James's firm compares
- Laffer Tengler Investments's average account is about $1.0 million, from its Form ADV (assets managed divided by 767 accounts).
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Questions about James
Is James Meyers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Laffer Tengler Investments 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, Laffer Tengler Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Meyers based?
James Meyers is based in Scottsdale, Arizona.
Is James Meyers registered with the SEC?
Yes. James Meyers is registered as an investment adviser representative in AZ and TX (CRD 7353779), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Laffer Tengler Investments manage?
Laffer Tengler Investments reports $800.1M across 767 accounts in assets under management.
How do I contact James Meyers?
Through James's website, laffertengler.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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