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Adam Meyers

Goto Financial
16 Years of Experience
Ventura, CA
1 DisclosureSells Insurance
View SEC Summary
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Adam Meyers is a registered investment advisor at Goto Financial, based in Ventura, CA, with 16 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, High Net Worth, and 5 more. Their firm serves 67 clients with $64M in assets under management.

Goto Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
67 clients
Average Client Portfolio
$957K average
Assets Under Management
$64.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $6.0M1.00%
$6M+0.50%

Fees are billed quarterly in advance and are negotiable based on relationship complexity, relationship nature, and start date. Legacy clients and specific family groups may have different fee structures.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Ventura, CA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
November 2013
View Full SEC ReportHow to Read Disclosures
Other 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
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Western International Securities
July 2014 - March 2017 · 2 yrs 8 mos
Western International Securities, INC.Broker
November 2013 - March 2017 · 3 yrs 4 mos
J.P. Morgan Securities LLCBroker
October 2012 - December 2013 · 1 yr 2 mos
Chase Investment Services CORP.Broker
September 2011 - October 2012 · 1 yr 1 mo
Northwestern Mutual Investment Services, LLCBroker
June 2010 - August 2011 · 1 yr 2 mos
State Registrations2 states
CATX
Advisor

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
No exam information available for this advisor.
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