Firm
Meyers Wealth Management
Palo Alto, California
Fee-only
Meyers Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 40 individual clients, 30 of them high net worth.
- Its average account is about $600,000 (assets it manages divided by its 160 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Palo Alto, California |
|---|---|
| Website | meyersmoney.com |
| [email protected] | |
| Phone | (800) 993-2994 |
Meyers Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Hourly · Percentage of assets · Ongoing planning fee |
In the firm's words
"There is no minimum level of assets required for this service, though we do have a minimum annual fee." source
"This service is priced based on a percentage of the assets under management." source
"Ongoing portfolio management and comprehensive financial planning and advisory services" source
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 |
|---|---|
| Assets managed | $96 million |
| Individual clients | 10 |
| High-net-worth clients | 30 |
| Accounts managed | 160 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 148734 |