Arthur Wiederman is a registered investment advisor at Wiederman & Associates, based in Laguna Beach, CA, with 18 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Wiederman & Associates charges a fixed fee for financial planning based on the nature and complexity of the services provided, billed monthly based on actual hours accrued.
Location
Laguna Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Arthur is a Consulting Senior Manager at Eide Bailly, LLP, working about 10-20% of his time. He is also a Managing Partner at Wiederman Madurowicz Partnership, a dental practice brokerage business, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Wiederman & Associates
Previous Registrations
Wiederman & Associates
Wiederman & Associates
Wiederman & Associates
State Registrations1 state
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.
Exams
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