Firm
Meyer Financial Advisors
Los Altos, California
Fee-only
Facts
| Based in | Los Altos, California |
|---|---|
| Website | meyerfa.com |
| Phone | (650) 691-5370 |
Meyer Financial Advisors fees
Meyer Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $23 million |
| Individual clients | 9 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 293388 |