Natalie Braun
Meyers Wealth Management · Columbus, Ohio
Natalie Braun is a fee-only financial advisor at Meyers Wealth Management in Columbus, Ohio. 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 |
| SEC registration | Investment adviser representative in OH · CRD 7559873 |
| Exams passed | Series 65 (2025) · Series 66 (2022) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | meyerswealthmgmt.com |
How Natalie'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 Natalie
Is Natalie Braun a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Natalie 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 Natalie charge for financial advice?
Natalie's firm, Meyers Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Natalie Braun based?
Natalie Braun is based in Columbus, Ohio.
Is Natalie Braun registered with the SEC?
Yes. Natalie Braun is registered as an investment adviser representative in OH (CRD 7559873), 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 Natalie Braun?
Through Natalie'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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