Cynthia Meyer is a CFA, CFP, ChFC-designated registered investment advisor at Real Life Planning, based in Gladstone, NJ, with 10 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Cross-Border Planning, Estate Planning, and 6 more. Their firm serves 19 clients with $7.5M 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 $250K | Included |
| $250K+ | 0.50% |
Investment management is only offered as part of the Lift Program. The first $250,000 of assets are included in the monthly planning fee. Fees are negotiable.
Fee Estimator
Contact
Cynthia Meyer
Location
Gladstone, NJ
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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 →Other Business Activities
Cynthia is a principal at Iona Capital, LLC, a rental real estate business. This activity requires a few hours per week.
Employment History
Current Registrations
Real Life Planning
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations6 states
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