Joel Meyer is a CFA-designated registered investment advisor at Meyer Financial Advisors, INC., based in Los Altos, CA, with 7 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 14 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are negotiable and may be reduced or waived for associates, family, or pre-existing relationships.
Fee Estimator
Location
Los Altos, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joel is the CEO of Meyer Financial Counselors, LLC, providing financial planning for divorcing couples and business financial consulting, dedicating about a quarter of his time. He is also a member-manager of two commercial real estate holding companies, LKM, LLC and Mongo Properties, LLC, spending minimal time on each.
Employment History
Current Registrations
Meyer Financial Advisors, INC.
State Registrations1 state
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