Martin Meyers
Meyers Wealth Management · Columbus, Ohio
Martin Meyers is a fee-only financial advisor at Meyers Wealth Management in Columbus, Ohio, who holds the CFP credential. Meyers Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Meyers Wealth Management |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.93B across 860 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 2975408 |
| Exams passed | Series 63 (1997) · Series 65 (1998) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | meyerswealthmgmt.com |
| Profile |
How Martin's firm compares
- Meyers Wealth Management's average account is about $2.2 million, from its Form ADV (assets managed divided by 860 accounts).
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Questions about Martin
Is Martin Meyers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Martin holds no broker registration, and Meyers Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Martin charge for financial advice?
Martin's firm, Meyers Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Martin Meyers based?
Martin Meyers is based in Columbus, Ohio.
What credentials does Martin Meyers hold?
Martin Meyers holds the CFP credential.
Is Martin Meyers registered with the SEC?
Yes. Martin Meyers is registered as an investment adviser representative in OH (CRD 2975408), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meyers Wealth Management manage?
Meyers Wealth Management reports $1.93B across 860 accounts in assets under management.
How do I contact Martin Meyers?
Through Martin's website, meyerswealthmgmt.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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