Oxbow Advisors
47yrs
Top advisor by experience in Austin
4yrs
Edward Meyer
Financial advisor at Mariner
Edward Meyer has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Austin, Texas. After two years at Charles Schwab & CO., Edward joined Mariner in 2026, a firm offering financial planning, investment management, and private fund management. Edward holds the CFP® designation.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeAustin, TX
FirmMariner
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.12 million
Advisors at the firm991
States licensed ?1 state
Services through Mariner
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther 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.
Series 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowMarinerCurrent firm
- 2023 – 2025Charles Schwab & CO., Inc.Previously
Contact Edward
(913) 904-5700Firm headquarters in Overland Park, KS. Ask for Edward. Austin, TXOffice · Get directions Firm websitesrs.mariner.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Edward
Tailored to Edward’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Edward
How do I contact Edward?
Call Mariner at (913) 904-5700 and ask for Edward Meyer. Edward works from the Austin, TX office.
How long has Edward been a financial advisor?
Edward has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Edward hold?
Series 66. Tap any license on this page to see what it allows.
Is Edward a fiduciary?
Edward is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Edward paid?
Mariner reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Edward 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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