Teresa Meyer is a CFA-designated registered investment advisor at Para Wealth Advisors, INC., based in Camas, WA, with 16 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 257 clients with $220M 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 | 2.00% |
Annual fees generally vary between 0.50% and 2.00% depending on the client relationship, portfolio value, and specific needs. Fees may be negotiable.
Fee Estimator
Location
2005 SE 192nd Ave Suite 200, Camas, WA, 98607
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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 →Employment History
Current Registrations
Para Wealth Advisors, INC.
Previous Registrations
Security First Advisors
D.A. Davidson & CO.
State Registrations3 states
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
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