# Me Financial, PLLC

> Me Financial, PLLC is a state-registered investment advisory firm in Phoenix, AZ, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 143070
- Filed as: ME FINANCIAL, PLLC
- Legal name: Me Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143070
- AdvisorCensus page: https://advisorcensus.com/firm/me-financial-pllc-phoenix-az-143070

## Quick answers

**How is Me Financial, PLLC compensated?**
On its Form ADV (Item 5.E, October 2026), Me Financial, PLLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Me Financial, PLLC located?**
Me Financial, PLLC's principal office is in Phoenix, AZ, according to its Form ADV.

**Is Me Financial, PLLC registered with the SEC or a state?**
Me Financial, PLLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 143070.

**How much does Me Financial, PLLC manage?**
Me Financial, PLLC reports $17,189,474 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (63% discretionary).

**What types of clients does Me Financial, PLLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (10); corporations or other businesses not listed above (2).

**Does Me Financial, PLLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/143070

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $17,189,474
- Discretionary: $10,874,726
- Non-discretionary: $6,314,748

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $10,874,726 |
| High net worth individuals | 10 | $5,693,906 |
| Corporations or other businesses not listed above | 2 | $620,842 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mefinancial.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Me Financial, PLLC (CRD 143070): Form ADV filing data as of October 2026.