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Joe Myers

Ipi Wealth Management, INC.
38 Years of Experience
Surprise, AZ
6 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Joe Myers is a registered investment advisor at Ipi Wealth Management, INC., based in Surprise, AZ, with 38 years of industry experience. Joe is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 13,260 clients with $2.7B in assets under management.

Ipi Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
13,260 clients
Average Client Portfolio
$200K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3M+0.75%

Fees are negotiable on a case-by-case basis. Other program fees or third-party managers may have separate schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Surprise, AZ

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
December 2019
Judgment / Lien
June 2018
Customer Dispute
August 2016
Denied
Customer Dispute
June 2012
Denied
Customer Dispute
March 2009
Denied
Customer Dispute
April 2006
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joe is the 100% owner of Myers Investment Group, offering securities, fixed annuities, long-term care, and life insurance since 1994. This takes minimal time.

Employment History
Current Registrations
Investment Planners, INC.
March 2020 - Present · 6 yrs 7 mos
Ipi Wealth Management, INC.
March 2020 - Present · 6 yrs 7 mos
Investment Planners, INC.Broker
March 2020 - Present · 6 yrs 7 mos
Previous Registrations
Independent Financial Group, LLC
April 2013 - March 2020 · 6 yrs 11 mos
Independent Financial Group, LLCBroker
April 2013 - March 2020 · 6 yrs 11 mos
Prospera Financial Services, INC.
September 2007 - April 2013 · 5 yrs 7 mos
Prospera Financial Services, INC.Broker
September 2007 - April 2013 · 5 yrs 7 mos
Linsco/private Ledger CORP.
August 1994 - September 2007 · 13 yrs 1 mo
Linsco/private Ledger CORP.Broker
August 1994 - September 2007 · 13 yrs 1 mo
J.J.B. Hilliard, W.L. Lyons, INC.Broker
April 1991 - August 1994 · 3 yrs 4 mos
Edward D. Jones & CO., L.P.Broker
February 1990 - March 1991 · 1 yr 1 mo
Edward D. Jones & CO., L.P.Broker
August 1988 - May 1991 · 2 yrs 9 mos
State Registrations8 states
AZFLIDKYMTNCSCWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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