Timothy
Meyer

Redwood Private Wealth

CRD#4503408
Investment Advisor
in Phoenix, AZ

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About this Advisor

Timothy Meyer is a financial advisor working in Phoenix, Arizona. Meyer is an employee of Redwood Private Wealth. The advisor has gained experience at Virtue Capital Management, LLC, Fusion Capital Management, Engineered Financial Solutions and Redwood Private Wealth, LLC. Meyer holds Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in California. Redwood Private Wealth is an advisory company that has its headquarters in Phoenix, AZ. It has offices in 12 locations and a total of 51 people on staff. It oversees $204 million in assets across its 1,788 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,788 customer accounts, just 5% are held by high-net-worth investors who have greater than $1 million in assets. The business performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on the type of financial services provided. However, fees billed by Redwood Private Wealth likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3930 E. Ray Road Suite 155
Phoenix, AZ 85044

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Redwood Private Wealth Brokerage Details

Total Assets Under Management

$204,343,703

AZ Average: $1,555,372,352
Total Number of Employees

51

AZ Average: 37
Total Number of Accounts

1,788

AZ Average: 1,370
Average Account Size

$114,286

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Timothy Meyer Work History

Timothy has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Redwood Private Wealth, LLC

2020 - Present (4 years)

Engineered Financial Solutions

2020 - 2023 (3 years)

Fusion Capital Management

2019 - 2020 (1 year)

Virtue Capital Management, 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 Timothy Meyer 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 Redwood Private Wealth

Jason Mcgarrh
Phoenix, AZ
John Matthews
Phoenix, AZ
Casey Cason
Phoenix, AZ
Michael Fedyshyn
Cherryville, NC
Carey Hanna
Aiken, SC
Christopher Hammond
Phoenix, AZ
Charles Trakas
Middletown, DE
John Wright
Phoenix, AZ

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.

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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.

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