Marybeth C. Meyer

BONA FIDE WEALTH

Austin, TX

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CRD#: 4831666

Professional summary

Marybeth Christine Meyer, CFP® is a registered financial advisor currently at BONA FIDE WEALTH located in Austin, Texas.

Marybeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Marybeth has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Investment Planning

Retirement Planning

Tax Planning

Insurance Planning

Estate Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Do you have an area of expertise or specialization?

AUM

Baby Boomers

Business Owners

Cash Flow/Budgets/Credit Issue...

Charitable Giving

College/Education Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marybeth Christine Meyer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

May 3, 2024 - Present

BONA FIDE WEALTH

RIA

CRD#: 330982

Austin, TX

Past

June 10, 2021 - March 5, 2024

ML&R WEALTH MANAGEMENT LLC

RIA

CRD#: 109359

AUSTIN, TX

Past

February 18, 2011 - May 10, 2021

AUSTIN ASSET

RIA

CRD#: 105441

AUSTIN, TX

Past

June 13, 2005 - September 3, 2009

FROST BROKERAGE SERVICES, INC.

CRD#: 17465

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BONA FIDE WEALTH

BONA FIDE WEALTH | BONA FIDE WEALTH, LLC

CRD#: 330982 / SEC#: 801-130208

RIA

Registered Investment Advisory firm - (5/3/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/23/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/10/2005

General Securities Representative Examination

Current Firm

BONA FIDE WEALTH

BONA FIDE WEALTH | BONA FIDE WEALTH, LLC

CRD#: 330982 / SEC#: 801-130208

RIA

Registered Investment Advisory firm - (5/3/2024 Approved)

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Contact information

Main Address

Austin, TX

Mailing Address

Phone number

(512) 882-3899

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BONA FIDE WEALTH ADV 2A (8/28/2025)

Regulatory assets under management

Total Number of Accounts	161
AUM (Assets Under Management)	$ 101,603,737

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Marybeth C. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marybeth Christine Meyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

BONA FIDE WEALTH

ML&R WEALTH MANAGEMENT LLC

AUSTIN ASSET

FROST BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

BONA FIDE WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 7/23/2004

Series 7

Date: 6/10/2005

Current Firm

BONA FIDE WEALTH

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BONA FIDE WEALTH

TRUST BUT VERIFY

Contact information

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