Reed Meyer
Reed Meyer is a registered investment advisor at Esi Financial Advisors, based in Arvada, CO, with 18 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12,116 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ESI Financial Advisors offers investment management through various programs. Fees vary depending on the program chosen and can include platform fees, strategist fees, and service fees.
ESI Illuminations programs charge a platform fee between 0.26% and 0.45% annually, plus strategist fees (0.02%-1.00%) and EFA's service fee (0-2.00%).
American Funds and Schwab Retirement Advisor Services have tiered fees, up to 1.00% annually on the first $1M, decreasing to 0.35% on amounts over $10M.
AssetMark fees are negotiated with the advisor, not to exceed 1.5% annually.
SEI fees are also negotiated, not to exceed 1.75% annually, plus a 0.05% administrative fee.
Location
6850 West 52nd Avenue, Suite 202, Arvada, CO, 80002
Get directionsHistory
Regulatory History (1)
Judgment / Lien
August 2025Other Business ActivitiesSells Insurance
Reed owns Reed Meyer & Associates, an S-Corp used for tax purposes, and is an IAR with Summit Global Investments. Reed is also an insurance agent selling non-variable insurance since 2008.
Employment History
Current Registrations
Equity Services, INC.Broker
Equity Services, INC.
Summit Global Investments, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
World Group Securities, INC.Broker
State Registrations5 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.