Grant Meyer is a CFP-designated registered investment advisor at Trumix Advisors, based in Bloomington, MN, with 13 years of industry experience. Grant 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 4 more. Their firm serves 154 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TruMix Advisors offers investment management services. The fee for this service is an ongoing monthly fee, starting at $600 per month, based on the complexity and needs of the client. The fee may be negotiable. For clients utilizing investment management services, ongoing comprehensive financial planning is included at no additional charge.
Location
3800 American Boulevard West, Suite 350, Bloomington, MN, 55431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Trumix Advisors
Previous Registrations
Fure Financial Corporation
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations1 state
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