Myers Capital Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Myers Capital Management, Inc. works primarily with individual clients, including high‑net‑worth individuals, and provides ongoing portfolio management and financial planning services. The firm offers third‑party money manager selection and oversight on the AssetMark platform, variable and fixed annuity portfolio construction, 529 college plan management, and hourly or fixed‑fee financial life and retirement planning.
The firm generally operates on a non‑discretionary basis and asks clients to approve transactions in advance, using client‑provided information to set risk levels and then recommending TPMMs and model portfolios that clients direct. Its planning approach emphasizes financial life and retirement planning—producing custom plans, annual reviews, and targeted consultations—while the advisor monitors TPMM performance and market and economic conditions to recommend changes.
Notable characteristics include a relatively small amount of direct non‑discretionary assets under management ($497,155) alongside a substantially larger amount under advisement through AssetMark (about $57.2 million), reflecting a role focused on TPMM selection and oversight rather than direct trading authority. The firm’s principal is a licensed insurance agent and also prepares tax returns, so clients may receive insurance product recommendations (with potential commission compensation for certain products) as part of comprehensive planning, a conflict disclosed in the brochure that clients are not required to accept.
Client services
Expertise
Fee options
Custom financial life plan fees range from $2,000 to $6,000; retirement life plan fees range from $700 to $2,000; annual review fees range from $1,000 to $3,000
$0 - $250,000: 1.05% $250,001 - $500,000: 0.95% $500,001 - $750,000: 0.75% $751,000 - $1 million: 0.35% Greater than $1 million+: 0.30%
$160 per hour for financial planning consultations
Account minimum: $250,000 Fee-only: Financial planning fees ranging from $700 to $6,000 fixed fees depending on service complexity; hourly financial planning consultations at $160 per hour.
Main office
Abington PA
Advisors at this office
1
Most active in
Pennsylvania
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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