Deborah Meyer is a CFP, PFS-designated registered investment advisor at Worthynest LLC, based in Punta Gorda, FL, with 10 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 23 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 $1.5M | 0.85% |
| $1.5M - $3.0M | 0.65% |
| $3M+ | 0.65% |
Fees above $3,000,000 are negotiable at the advisor's discretion. Clients with under $500,000 pay fixed ongoing planning fees until transitioning to this schedule.
Fee Estimator
Contact
Deborah Meyer
Location
Punta Gorda, FL
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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
Worthynest LLC
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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