Doralee Meyer is a CFP-designated registered investment advisor at Merino Wealth Management, based in Tempe, AZ, with 11 years of industry experience. Doralee 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, High Net Worth, and 4 more. Their firm serves 88 clients with $47M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable and prorated monthly in arrears. Total fees including outside managers will not exceed 3% per year.
Fee Estimator
Location
Tempe, AZ
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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
Merino Wealth Management
Previous Registrations
Wellacre Global Wealth Advisors
Park Piedmont Advisors LLC
Associated Investment Services, INC.Broker
Associated Investment Services, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations1 state
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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