Robert Meyers
Meyers Wealth Management · Kiawah Island, South Carolina
Robert Meyers is a fee-only financial advisor at Meyers Wealth Management in Kiawah Island, South Carolina. Meyers Wealth Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Robert →
Facts
| Firm | Meyers Wealth Management |
|---|---|
| Based in | Kiawah Island, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.93B across 860 accounts |
| SEC registration | Investment adviser representative in OH, SC · CRD 1409245 |
| Exams passed | Series 63 (1985) · Series 65 (1993) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | meyerswealthmgmt.com |
| Profile |
How Robert'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 Robert
Tell Robert a little about what you're looking for. Robert 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 Robert
Is Robert Meyers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Meyers Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert Meyers based?
Robert Meyers is based in Kiawah Island, South Carolina.
Is Robert Meyers registered with the SEC?
Yes. Robert Meyers is registered as an investment adviser representative in OH and SC (CRD 1409245), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Meyers Wealth Management manage?
Meyers Wealth Management reports $1.93B across 860 accounts in assets under management.
How do I contact Robert Meyers?
Through Robert'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.