Meyers Wealth Management fees and pricing
Financial planner in Palo Alto, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Meyers Wealth Management charges $360 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $360/hr
“Hourly fees are billed in 6 minute increments and will not exceed $360 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Meyers Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are based on a percentage of assets under management and are negotiable at the sole discretion of Meyers Wealth Management.”
- “Portfolio Management fees are quoted on an annual basis and charged by the calendar quarter in advance, based on the value of the account(s) in question at the end of the previous quarter (or start of the engagement).”
- “We send an invoice with fee computations at the beginning of each quarter.”
How Meyers Wealth Management’s fees compare
- Its hourly rate of $360 is above the California median of $300. 69% of the 932 other California planners that publish an hourly rate charge less.
- 3 of the 6 other planners in Palo Alto that publish an hourly rate charge less.
About Meyers Wealth Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2009 (17 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.5% a year
- Minimum
- $6,000 minimum fee (stated in brochure)
- Clients
- 40
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $96,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148734
- Phone
- (800) 993-2994
Other planners in Palo Alto that publish fees
- Frank, Rimerman Advisors LLCPalo Alto$360-$825
- Holbrook Global StrategiesPalo Alto$250/hr
- Maya Advisors, Inc.Palo Alto$6,000-$12,000/yr
- Mayfield Advisors, Inc.Palo Alto$150-$250/hr, $1,500-$7,500
- Oceaniq Capital, LLCPalo Alto$500/hr, $10,000-$100,000
- Radiant Wealth PlanningPalo Alto$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.