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Daniel Meyers is a registered investment advisor at Trufinancial Registered Investment Advisory Services, INC, based in San Diego, CA. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 267 clients with $44M in assets under management.

Trufinancial Registered Investment Advisory Services, INC
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
267 clients
Average Client Portfolio
$165K average
Assets Under Management
$44.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.50%
$50K - $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.90%
$1.0M - $2.5M0.80%
$2.5M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10M+0.30%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

San Diego, CA

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2016
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Employment History
Current Registrations
Trufinancial Registered Investment Advisory Services, INC
March 2026 - Present · 7 mos
State Registrations1 state
CA
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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