Gregory Weimer
Gregory Weimer is a registered investment advisor at Confluence Financial Partners, based in Mcmurray, PA, with 38 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 3 more. Their firm serves 5,044 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Confluence Financial Partners offers investment management services through separately managed accounts and a Compass Service. Fees for separately managed accounts range from 0.20% to 1.50% annually, including financial planning. Managed stock portfolios have an additional 0.25% active management fee. Third-party managers have additional fees ranging from 0.1% to 0.65%. The Compass Service has a 1.00% annual fee. A minimum annual fee of $1,000 applies to new clients if the household fee is less than that amount.
Location
732 E Mcmurray Rd, Mcmurray, PA, 15317
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Regulatory History (1)
Customer Dispute
May 2020Other Business ActivitiesSells Insurance
Gregory is a licensed insurance agent with Confluence Financial Partners, selling insurance and annuity products, as well as property and casualty insurance. He also serves as Vice-Chair of the Children's Hospital of Pittsburgh Foundation, a board member of South Hills Catholic Academy, and is involved in real estate development through Gregory James Ventures LLC.
Employment History
Current Registrations
Confluence Financial Partners
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
American Funds Distributors, INC.Broker
Cnl Securities CORP.Broker
Butcher & Singer INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.