Marybeth
Meyer

Ml&R Wealth Management LLC

CRD#4831666
Investment Advisor
in Austin, TX

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About this Advisor

Marybeth Meyer is a certified financial planner operating out of Austin, Texas with 2 years of industry experience. Meyer is an employee of Ml&R Wealth Management LLC. Their career trajectory has included roles at Ml&R Wealth Management LLC and Austin Asset. Meyer maintains a Series 63 license, qualifying them as a securities agent, and is approved to work in Texas. Ml&R Wealth Management LLC is an advisory company that has its headquarters in Austin, TX. The firm has a total of 25 advisors. It handles $2 billion in total assets between its 2,213 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves eight charitable organizations. Of its 2,213 customer accounts, 55% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Ml&R Wealth Management LLC has a few services, such as portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees usually vary depending on the type of services. Fees charged by Ml&R Wealth Management LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

401 Congress Avenue Suite 1100
Austin, TX 78701

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Ml&R Wealth Management LLC Brokerage Details

Total Assets Under Management

$1,538,101,732

TX Average: $3,042,739,679
Total Number of Employees

25

TX Average: 49
Total Number of Accounts

2,213

TX Average: 2,315
Average Account Size

$695,030

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Marybeth Meyer Work History

Marybeth has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ml&R Wealth Management LLC

2009 - 2021 (12 years)

Austin Asset

*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 Marybeth 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 Ml&R Wealth Management LLC

Bryce Currier
Austin, TX
Scott Adair
Austin, TX
Carli Smith
Austin, TX
Marybeth Meyer
Austin, TX
Joshua Clifford
Austin, TX
Sarah Gordon
Austin, TX
Nicolle Yates
Austin, TX

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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