Patrick Doss
Meyers Wealth Management · Columbus, Ohio
Patrick Doss 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.
Request an introduction to Patrick →
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 4314289 |
| Exams passed | Series 66 (2019) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | meyerswealthmgmt.com |
How Patrick's firm compares
- Meyers Wealth Management's average account is about $2.2 million, from its Form ADV (assets managed divided by 860 accounts).
Request an introduction to Patrick
Tell Patrick a little about what you're looking for. Patrick isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Patrick
Is Patrick Doss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick 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 Patrick charge for financial advice?
Patrick's firm, Meyers Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Patrick Doss based?
Patrick Doss is based in Columbus, Ohio.
Is Patrick Doss registered with the SEC?
Yes. Patrick Doss is registered as an investment adviser representative in OH (CRD 4314289), 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 Patrick Doss?
Through Patrick'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.
See something wrong? Request a correction. Read our methodology.