A complete list of active advisors currently associated with Myers Capital Management, Inc

Warmer can help you find a great advisor at Myers Capital Management, Inc or one who fits your needs even better.

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.

To learn more about the advisors currently working at Myers Capital Management, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.