Paul
Meyerhoff
Symphony Financial Planning LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Paul Meyerhoff is a certified financial planner working in Davis, California with 17 years of relevant experience. Meyerhoff is currently employed by Symphony Financial Planning LLC. They have spent their complete career at Symphony Financial Planning Llc. Meyerhoff holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to operate in California, Oregon and Texas. Symphony Financial Planning LLC is a registered investment firm that has its headquarters in Davis, CA. It manages $189 million in assets among its 535 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 535 customer accounts, 37% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial management fee schedules depend on which service is provided. Fees billed by Symphony Financial Planning LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Symphony Financial Planning LLC Brokerage Details
$188,549,256
7
535
$352,429
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Paul Meyerhoff Work History
Paul has been registered as a financial advisor for 17 years.*
Symphony Financial Planning LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Meyerhoff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Symphony Financial Planning LLC
Davis, CA
Davis, CA
Davis, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.