Adam Meyers
Adam Meyers is a registered investment advisor at Goto Financial, based in Westlake Village, CA, with 15 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 67 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Go To-Financial offers investment management services where they charge a percentage of your assets. The percentage typically ranges from 0.35% to 1.25%. The exact percentage will be specified in your advisory contract. Fees are billed quarterly in advance.
Location
Westlake Village, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2013Other Business ActivitiesSells Insurance
Adam owns rental property in Bakersfield, CA since 2011. He also does business as Sessa Wealth Management and Sessa and Meyers Wealth Management Group since 2014. Additionally, Adam is an insurance agent selling term and whole life insurance, but does not actively pursue it outside of his active allocation.
Employment History
Current Registrations
Goto Financial
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Northwestern Mutual Investment Services, LLCBroker
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.