Joel Meyer
Meyer Financial Advisors · Los Altos, California
Joel Meyer is a fee-only financial advisor at Meyer Financial Advisors in Los Altos, California, who holds the CFA credential. Joel charges a one-time planning fee and focuses on divorce financial planning and retirement planning.
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Specialties
Who they serve
- Divorced individuals
Facts
| Firm | Meyer Financial Advisors |
|---|---|
| Based in | Los Altos, California |
| Fee model | One-time planning fee |
| Assets under management | $22.6M across 32 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 2507610 |
| Exams passed | Series 63 (1994) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.meyerfa.com |
| Profile |
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Questions about Joel
Is Joel Meyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and Meyer Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joel charge for financial advice?
Joel charges a one-time planning fee.
Where is Joel Meyer based?
Joel Meyer is based in Los Altos, California.
What does Joel specialize in?
Joel's specialties include divorce financial planning and retirement planning. Joel works with divorced individuals.
What credentials does Joel Meyer hold?
Joel Meyer holds the CFA credential.
Is Joel Meyer registered with the SEC?
Yes. Joel Meyer is registered as an investment adviser representative in CA (CRD 2507610), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meyer Financial Advisors manage?
Meyer Financial Advisors reports $22.6M across 32 accounts in assets under management.
How do I contact Joel Meyer?
Through Joel's website, www.meyerfa.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
- Meyer Financial Advisors 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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