KG Meyer, PC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee‑based comprehensive financial planning and investment management for individuals at various career stages and for entities such as pension and profit‑sharing plans, trusts, and corporations. Services described in the brochure include written financial plans, retirement and Social Security analysis, estate and tax planning, insurance and risk reviews, and coordination with clients’ other professional advisors.
Investment management is implemented through a diversification‑focused, multi‑style approach grounded in Modern Portfolio Theory, using a computerized optimizer and formal investment policy statements to determine tailored asset allocations. Portfolios are constructed primarily with exchange‑traded funds and no‑load mutual funds, with an emphasis on long‑term discipline, periodic rebalancing, and monitoring under a fiduciary standard.
The firm publishes a weekly newsletter offering general financial‑planning guidance, a practice that is uncommon among peers and highlighted in the brochure. It also maintains life and health insurance licenses while not actively selling insurance, allowing the firm to conduct insurance evaluations as part of comprehensive planning, and notes advanced financial planning and accounting credentials plus federal and tribal advisory experience in its professional background.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Minimum fee: Financial planning services start at $3,000 for an annual contract, with fees increasing depending on complexity and time Fee-only: Fee-based comprehensive financial planning and investment advisory services
Main office
Hermitage TN
Advisors at this office
1
Most active in
Tennessee
Also doing business as
Kg Meyer, Inc. · Kg Meyer, P.C. · Kg Meyer, Pc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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