Meyers Financial Services

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Client assets under management

$28,250,517

Clients

7% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$513,646

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

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Divorce financial planning General retirement planning Income planning Cash flow / budgeting

Fee options

Fixed

Financial Planning fixed fees between $3,000 and $5,000; Ongoing financial planning fixed annual fee between $36,000 and $40,000

Percentage

Up to 1.5% annually for discretionary asset management accounts (annual fee will not exceed 1.5%), fee is negotiable

Commissions

Insurance products sold by Lillian Meyers are commission-based, but this is disclosed as a conflict of interest and outside of advisory fees

Project-based

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

Other

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 location

Meyers Financial Services

670 West Napa Street, Suite C

Sonoma CA 95476-6437, United States

Number of offices

Most active in

California

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Instagram Website 707-935-1124

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.

Divorce financial planning General retirement planning Income planning Cash flow / budgeting

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.

Divorce financial planning General retirement planning Income planning Cash flow / budgeting

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