Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $150 to $7,500 per plan, depending on complexity. Consulting fees are based on the type of consulting offered (one-time, ongoing, hourly, or flat rate) and are negotiable. Annual asset-based fees range from 0.25% to 2.75% of assets managed. Management fees are exclusive of brokerage commissions, transaction fees, and other related costs. You may cancel your agreement within five days of execution and receive a full refund.
Areas of Practice
Advisor Information
Office location
2030 Main Street, Suite 210, Irvine, CA, 92614
Get directionsRegulatory History (4)
Customer Dispute
September 2021Customer Dispute
April 2015Customer Dispute
March 1993Regulatory
January 1984Other Business ActivitiesSells Insurance
Barbara is an independent contractor with Meyers Financial Group, offering fixed annuities and fixed life insurance to clients, dedicating a few hours per week. She also serves as a board member for Women of Temple Bat Yahm, a non-profit organization, spending minimal time on this activity.