# Meyers Financial Services

> Meyers Financial Services is a state-registered investment advisory firm in Sonoma, CA, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 9, 2026.

- CRD: 136624
- Filed as: MEYERS FINANCIAL SERVICES
- Legal name: Meyers Financial Services Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sonoma, CA
- Filing period: October 2026
- Form ADV filing dated: April 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136624
- AdvisorCensus page: https://advisorcensus.com/firm/meyers-financial-services-sonoma-ca-136624

## Quick answers

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

**Where is Meyers Financial Services located?**
Meyers Financial Services' principal office is in Sonoma, CA, according to its Form ADV.

**Is Meyers Financial Services registered with the SEC or a state?**
Meyers Financial Services is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 136624.

**How much does Meyers Financial Services manage?**
Meyers Financial Services reports $28,417,243 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (100% discretionary).

**What types of clients does Meyers Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (51); high net worth individuals (4); charitable organizations (1).

**Does Meyers Financial Services 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/136624

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $28,417,243
- Discretionary: $28,417,243
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $22,270,139 |
| High net worth individuals | 4 | $5,980,378 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $166,726 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2006 (20 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- meyersfinancial.com
- Facebook @MEYERS-FINANCIAL-SERVICES-INC-211376042213673
- Facebook @sonomamoneycoach
- Instagram @meyersfinancial
- Instagram @sonomavalleywealthmanagement
- LinkedIn @LILLIANMEYERS
- LinkedIn @ariel-andrews-02260a210
- YouTube @UCNIr1Nk6w9i348ni7jLYLKQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meyers Financial Services (CRD 136624): Form ADV filing data as of October 2026.