Primerica Advisors
43yrs
Top advisor by experience in Carnegie
2yrs
Will Meyer has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Carnegie, Pennsylvania. After a year at Commonwealth Financial Network, Will joined Mariner Independent in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Will holds the CFP® designation.
One of 35 advisors with offices in Carnegie, and one of 30 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office242 East Main St., Carnegie, PA 15106
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.65 million
Advisors at the firm120
States licensed ?1 state
Services through Mariner Independent
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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 65Uniform Investment Adviser Law Examination
Career
- Oct 2025 – nowMariner IndependentCurrent firm
- Aug 2024 – Oct 2025Commonwealth Financial NetworkPreviously
Contact Will
(913) 904-5700Firm headquarters in Overland Park, KS. Ask for Will. 242 East Main St.Carnegie, PA 15106Office · Get directions LinkedIn pageMariner Independent
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Questions to ask Will
Tailored to Will’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Will
How do I contact Will?
Call Mariner Independent at (913) 904-5700 and ask for Will Meyer. Will works from the Carnegie, PA office.
How long has Will been a financial advisor?
Will has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Will hold?
Series 65. Tap any license on this page to see what it allows.
Is Will a fiduciary?
Will is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Will paid?
Mariner Independent reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Will 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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