Bona Fide Wealth provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Bona Fide Wealth reports 55 clients. They include 40 high-net-worth individuals and 15 individual clients. Of its assets, 100.0% ($144M across 207 accounts) are managed with discretion. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 27% | 4% |
| High-net-worth individuals | 73% | 96% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 15 | $5.35M | 3.7% | $357K |
| High-net-worth individuals | 40 | $139M | 96.3% | $3.47M |
| Total | 55 | $144M | 100% | $2.62M |
- Clients
- 15
- Regulatory AUM
- $5.35M
- AUM share
- 3.7%
- Avg. per client
- $357K
- Clients
- 40
- Regulatory AUM
- $139M
- AUM share
- 96.3%
- Avg. per client
- $3.47M
Total
- Clients
- 55
- Regulatory AUM
- $144M
- AUM share
- 100%
- Avg. per client
- $2.62M
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Bona Fide Wealth charges 0.50%–1.00% a year for its Asset Management Fee Schedule. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Comprehensive financial planning is a fixed fee of $2,000 to $12,000 per quarter, and stand-alone plans start at a flat $3,000.
- Project and Consultation Fees
- Consultations and defined projects are billed a fixed project fee set in the financial planning agreement, which is negotiable.
Marybeth Meyer owns 75% or more of Bona Fide Wealth. The leadership team of Bona Fide Wealth includes Chief Compliance Officer Marybeth Meyer. It has 2 employees, 1 of them in advisory roles.
Leadership
- Marybeth MeyerManaging Member/Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Bona Fide Wealth, LLC
Marybeth Meyer
Control person · since March 2024
Bona Fide Wealth’s regulatory assets grew Infinity× from $0 (May 2024) to $144M (March 2026); employees rose from 1 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $144M | 55 | 2 | 1 |
| March 2025 | $102M | 41 | 2 | 1 |
| May 2024 | $0 | 0 | 1 | 1 |
Besides its headquarters, Bona Fide Wealth has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Bona Fide Wealth, LLC
- Headquarters
- Not reported
- Website
- bonafide-wealth.com
- Phone
- 512-882-3899
- SEC file
- 801-130208
- Structure
- Texas LLC
- Fiscal year end
- December
Bona Fide Wealth uses Charles Schwab ($116M, 86%) and Argent Trust ($18.5M, 14%) as custodians for its separately managed accounts. Bona Fide Wealth has custody of $38.4M in client assets for 19 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $116M86%
- Argent TrustArgent Trust Company · Nashville, TN · $18.5M14%
At year end, Bona Fide Wealth’s separately managed accounts were mostly in funds (63%) and stocks (28%).
What the accounts hold
- Stocks28%
- Exchange-traded equities27%
- Non-exchange-traded equities1%
- Funds63%
- Bonds1%
- Cash8%
How many clients does Bona Fide Wealth have?
Bona Fide Wealth has 55 clients and manages $144 million for them, as of March 2026. They include 40 high-net-worth individuals and 15 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Bona Fide Wealth offer?
Bona Fide Wealth provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bona Fide Wealth charge?
Bona Fide Wealth charges 0.50%–1.00% a year for its Asset Management Fee Schedule. The fee is billed in advance and is negotiable.
Which custodians does Bona Fide Wealth use?
Bona Fide Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $116M and Argent Trust Company (Nashville, TN), with $18.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Bona Fide Wealth have?
Bona Fide Wealth has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bona Fide Wealth invest in?
At the end of its last fiscal year, Bona Fide Wealth’s separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities, 8% cash and equivalents, 1% non-exchange-traded equities and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bona Fide Wealth?
Bona Fide Wealth’s direct owner is Marybeth Meyer (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Bona Fide Wealth get paid?
Bona Fide Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bona Fide Wealth?
Its phone number is 512-882-3899. Its website is bonafide-wealth.com.