Lillian Meyers
Lillian Meyers is a CFP-designated registered investment advisor at Meyers Financial Services, based in Sonoma, CA, with 35 years of industry experience. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 1 more. Their firm serves 56 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. This arrangement will be inclusive of any financial planning and consulting services.
Fee Estimator
Location
670 West Napa Street, Suite C, Sonoma, CA, 95476-6437
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lillian is the president and sole owner of Meyers Financial, Inc., a registered investment advisor, and operates Meyers Financial Services for securities business. She also offers tax planning and preparation services through Meyers Financial, Inc. and Green Valley Tax Services Inc., and sells fixed insurance under the Meyers Financial DBA.
Employment History
Current Registrations
Meyers Financial Services
Previous Registrations
Girard Securities, INC.
Girard Securities, INC.Broker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations1 state
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.