Myra Salzer
The Wealth Conservancy, Inc. · Boulder, Colorado
Myra Salzer is a fee-only financial advisor at The Wealth Conservancy, Inc. in Boulder, Colorado, who holds the BS and CFP credentials. Myra charges an ongoing planning fee and focuses on family wealth transfer.
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Specialties
Facts
| Firm | The Wealth Conservancy, Inc. |
|---|---|
| Based in | Boulder, Colorado |
| Fee model | Ongoing planning fee |
| Assets under management | $260.0M across 220 accounts |
| Credentials | BS · CFP |
| SEC registration | Investment adviser representative in CA, CO, NH, TX · CRD 4383206 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | thewealthconservancy.com |
| Profile |
How Myra's firm compares
- The Wealth Conservancy, Inc.'s average account is about $1.2 million, from its Form ADV (assets managed divided by 220 accounts).
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Questions about Myra
Is Myra Salzer a fee-only financial advisor?
Yes. Myra Salzer is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Myra's firm.
How does Myra charge for financial advice?
Myra charges an ongoing planning fee.
Where is Myra Salzer based?
Myra Salzer is based in Boulder, Colorado.
What does Myra specialize in?
Myra's specialties include family wealth transfer.
What credentials does Myra Salzer hold?
Myra Salzer holds the BS and CFP credentials.
Is Myra Salzer registered with the SEC?
Yes. Myra Salzer is registered as an investment adviser representative in CA, CO, NH and TX (CRD 4383206), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does The Wealth Conservancy, Inc. manage?
The Wealth Conservancy, Inc. reports $260.0M across 220 accounts in assets under management.
How do I contact Myra Salzer?
Through Myra's website, thewealthconservancy.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- The Wealth Conservancy, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- 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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