Gregory Meyer is a CFP-designated registered investment advisor at New Wave Financial Services, based in Hermosa Beach, CA, with 11 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 69 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.35% |
| $5M+ | 0.25% |
If Altruist Model Marketplace is used, an additional fee of 0.12% to 0.40% annually will be charged.
Fee Estimator
Contact
Gregory Meyer
Location
Hermosa Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory provides accounting and tax services, dedicating about a quarter of his time to this. He also works as a consultant for Retire Sound, Inc., a Fin-Tech provider, spending a few hours per week on this role.
Employment History
Current Registrations
New Wave Financial Services
Previous Registrations
The Glowacki Group, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Greg Meyer, founder of New Wave Financial Services, is a CPA (Certified Public Accountant) and CFP® (CERTIFIED FINANCIAL PLANNER™ professional), allowing him to address the spectrum of your financial needs. After graduating summa cum laude from the University of Massachusetts, Amherst with his BA in Accounting, Greg began his career Deloitte Tax in NYC and LA, where he assisted high-net-worth individuals and small businesses with tax compliance, international tax planning and provisions.Greg quickly realized his true passion was creating comprehensive financial strategies for his clients that went beyond tax preparation. He saw the inefficiencies that clients experienced when working with multiple financial professionals, and wanted to create a full-service financial firm for the tech professional, available at reasonable rates.When he’s not working, Greg loves to travel. He’s been backpacking in Europe and the Mediterranean, and currently lives in Los Angeles, CA, with his wife, Caitlin, daughter Evelyn, and dog Tasman.