Thomas Meyer
Marlton, New Jersey, 08053
Member Since 2006
As one of Barron’s Top 100 Independent Fee-Only Advisor, a Dalbar Most Trusted Advisor, and a NABCAP Premier Advisor, our intent is to grow long-term relationships rooted in high quality advice and service - not selling products. Since 1963, our mission has been to work in conflict free partnerships in order to guide you toward maximum wealth potential and preservation. Our team of highly credentialed professionals with over 150 years of financial experience have the ability to understand your needs, the markets and the proper investment products that will help to accomplish your goals. We work hard to establish trust and mutual respect by never forgetting that it is your money and we are working for you.
My Location
Background Information
Years of Financial Experience
- 29
Association Memberships
- Investment Managers & Advisers
- Ronald McDonald House Board Member
- TD Ameritrade Adviser Direct
- Charles Schwab Adviser Network
Methods of Compensation
- Financial Planning: Hourly fee, Fixed fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Charles Schwab & Co
- TD Ameritrade
Types of Financial Reports
- Performance Report (Bi-Monthly)
- Market Environment Report (Monthly)
- Custodial Report (Quarterly)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually and upon request
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 105897
- Securities Registrations: Series 66
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Meyer Capital Group
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Arizona
- California
- Delaware
- Florida
- Hawaii
- Maryland
- New Jersey
- New York
- North Carolina
- Pennsylvania
- Texas
- Vermont
- Virginia
Firm Disclosures
- Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Meyer Capital Group is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Meyer Capital Group by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.
Additional Disclosure(s)
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Hourly, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- Mutual Funds, Securities, Hedge Fund, Derivatives, Commodities, Currencies, REITs, Limited Partnerships, ETFs
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income
Tax Advice & Services
- Tax Clients: Individuals & Families
- Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing, Tax Preparation
Visit Website - http://www.meyercg.com
