Coleman Advisory
45yrs
Top advisor by experience in Asheville
25yrs
David Meyer has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Asheville, North Carolina. After four years at A. G. Edwards & Sons, David joined Wells Fargo Advisors in 2008, a firm offering financial planning, investment management, and retirement plan consulting. David holds the CFP® designation.
One of 277 advisors with offices in Asheville, and one of 257 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?More experience than 74% of advisors in North Carolina
Office190 Biltmore Ave, Asheville, NC 28801
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2008 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2004 – 2008A. G. Edwards & Sons, Inc.Previously
Contact David
Local office(828) 252-5252Ask for David. (314) 875-3000Main office · St. Louis, MO 190 Biltmore AveAsheville, NC 28801Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call David’s local office at (828) 252-5252 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for David Meyer.
How long has David been a financial advisor?
David has been in the industry since 2002, about 25 years. More experience than 74% of advisors in North Carolina.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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