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Ariel Star Andrews-nolan

Meyers Financial Services

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About Ariel Star Andrews-nolan

Ariel Andrews-nolan is a registered investment advisor representative for Meyers Financial Services. Ariel is located in Sonoma, CA and has been in the industry since July 2020. Ariel has a Series 65 license and holds a current registration in California. Prior to joining Meyers Financial Services, Ariel worked at The Girl & The Fig, LLC and Cafe Sarafornia. Meyers Financial Services, with offices in Sonoma, CA, is a firm with 10 clients. The firm manages approximately $25 million in assets for both individual and charitable clients.

Firm Information

Ariel Andrews-nolan is currently registered with Meyers Financial Services. Meyers Financial Services is a financial advisor based in Sonoma, California, offering financial planning, pension consulting, and educational seminars to individuals, charitable organizations, and high-net-worth individuals. With over 25 million in regulatory assets under management, the firm manages a total of 94 accounts.

$25.00M

Assets Under Management

10

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ariel Andrews-nolan’s Registration & Firm History

CA

03/08/2021 - Present

Meyers Financial Services (SONOMA CA)

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Licenses & Designations

IA

Issued 02/27/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ariel Star Andrews-nolan.
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