Meyers Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$28,250,517
Clients
55
Advisors
2
of 2 employees
About
The firm serves individuals — including high-net-worth clients — as well as sponsors of qualified retirement plans and charitable organizations, providing discretionary portfolio management, comprehensive financial planning (both one-time and ongoing), and ERISA 3(21) limited-scope plan advisory services. It also conducts public educational seminars and, through its advisory entity, offers insurance brokerage and tax-preparation services as part of its offerings.
Portfolios are managed on a discretionary basis and grounded in client-specific investment policy statements that document goals, time horizon, and risk tolerance; the firm uses both fundamental and technical analysis and performs regular reviews and reporting. For retirement-plan clients it can act as a limited-scope ERISA 3(21) fiduciary and supports participant education and plan monitoring in accordance with the plan’s IPS.
Notable differences from many peers include the firm’s integration of licensed insurance sales and tax-preparation services into its advisory business — the firm discloses it receives commissions on insurance products and that the principal devotes a significant portion of time to tax services — and the firm addresses those conflicts through disclosure and fiduciary procedures. The firm also offers free public seminars and maintains a Certified Divorce Financial Analyst designation and the ability to provide court, mediation, or arbitration support, services that are less common among similarly sized advisory firms.
Client services
Expertise
Fee options
Financial Planning fixed fees between $3,000 and $5,000; Ongoing financial planning fixed annual fee between $36,000 and $40,000
Up to 1.5% annually for discretionary asset management accounts (annual fee will not exceed 1.5%), fee is negotiable
Insurance products sold by Lillian Meyers are commission-based, but this is disclosed as a conflict of interest and outside of advisory fees
Financial Planning services charged at $400/hour; Travel time charged at $100/hour; Court/mediation/arbitration hearings charged at $400/hour; Administrative services charged at $100/hour
Account minimum: $300,000 Fee-only: Financial Planning fixed fee $3,000 to $5,000; Hourly fee $400/hour; Travel time $100/hour; Court/mediation/arbitration hearings $400/hour; Administrative services $100/hour; Ongoing Financial Planning fixed annual fee $36,000 to $40,000 paid monthly in advance
Main office
670 West Napa Street, Suite C
Sonoma CA 95476-6437
Advisors at this office
2
Most active in
California
Also doing business as
Meyers Financial Services · Meyers Financial Services Inc. · Sonoma Valley Wealth Management
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
Quick links
Advisors at this firm
Lillian M
CFP®, Series 63
Sonoma, CA
Meyers Financial Services
Lillian Meyers is a CFP® with 35 years of industry experience and is principal of Meyers Financial Services in Sonoma, CA. She has held roles at Girard Securities and founded multiple related entities, including Green Valley Tax Services, where she provides tax preparation and IRS representation. Meyers also holds a Certified Divorce Financial Analyst credential and operates a financial planning and advisory firm with a focus on comprehensive client services. Meyers Financial Services offers discretionary portfolio management, retirement-plan advisory, and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm integrates investment advisory, insurance sales, and tax preparation under a single ownership structure and conducts educational seminars and specialized planning services such as divorce financial analysis.
Ariel A
Series 65
Sonoma, CA
Meyers Financial Services
Ariel Andrews Nolan is a financial advisor at Meyers Financial Services with five years of industry experience. She holds a Series 65 designation and has worked at Meyers Financial Services since 2018. Prior to her advisory role, she was involved in the hospitality industry, including positions at The Girl & The Fig, LLC and Cafe Sarafornia. Meyers Financial Services offers discretionary portfolio management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm combines advisory, insurance sales, and tax preparation under one ownership, providing specialized planning services and educational workshops.
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