MaryBeth Meyer
Bona Fide Wealth, LLC · Austin, Texas
MaryBeth Meyer is a fee-only financial advisor at Bona Fide Wealth, LLC in Austin, Texas, who holds the CFP credential. Bona Fide Wealth, LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Bona Fide Wealth, LLC |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $144.2M across 207 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4831666 |
| Exams passed | Series 63 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How MaryBeth's firm compares
- Bona Fide Wealth, LLC's average account is about $696,000, from its Form ADV (assets managed divided by 207 accounts).
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Questions about MaryBeth
Is MaryBeth Meyer a fee-only financial advisor?
Yes. MaryBeth Meyer is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by MaryBeth's firm.
How does MaryBeth charge for financial advice?
MaryBeth's firm, Bona Fide Wealth, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is MaryBeth Meyer based?
MaryBeth Meyer is based in Austin, Texas.
What credentials does MaryBeth Meyer hold?
MaryBeth Meyer holds the CFP credential.
Is MaryBeth Meyer registered with the SEC?
Yes. MaryBeth Meyer is registered as an investment adviser representative in TX (CRD 4831666), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Bona Fide Wealth, LLC manage?
Bona Fide Wealth, LLC reports $144.2M across 207 accounts in assets under management.
How do I contact MaryBeth Meyer?
Contact details aren't on file yet. Search for Bona Fide Wealth, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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