Tina Meyer is a CFP-designated registered investment advisor at Corepath Wealth Partners LLC, based in Scottsdale, AZ, with 3 years of industry experience. Tina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 230 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CorePath's investment management fee ranges from 0.25% to 1.50% annually, based on the complexity of services, assets managed, reporting requirements, and the overall relationship. Fees are paid quarterly in advance, based on the market value of the account at the end of the prior quarter. For assets managed through third-party platforms, no additional platform fees are charged.
Location
7114 E. Stetson Drive, Suite #205, Scottsdale, AZ, 85251
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Tina operates G&G Wealth as a DBA for her LPL business, dedicating full-time hours to it. She also provides administrative support to Stratos Wealth Partners, Ltd, an independent investment advisor firm, also dedicating full-time hours.
Employment History
Current Registrations
Corepath Wealth Partners LLC
Previous Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Lincoln Financial Advisors CorporationBroker
State Registrations1 state
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