David Meyers is a CFP-designated registered investment advisor at Meyers Wealth Management, based in Palo Alto, CA, with 17 years of industry experience. David 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 4 more. Their firm serves 40 clients with $96M 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 $2.0M | 1.00% |
| $2.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
All fees and minimums are negotiable at the sole discretion of Meyers Wealth Management.
Fee Estimator
Contact
David Meyers
Location
2211 Park Blvd, Palo Alto, CA, 94306
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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
Meyers Wealth Management
State Registrations1 state
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Exams
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