David Weible
David Weible is a CFP-designated registered investment advisor at Envision Wealth Management, INC., based in Valencia, CA, with 37 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Plan - The price depends on the complexity of the client's situation. If a client chooses a fixed fee arrangement, the minimum fixed fee is $500. Fixed fees for comprehensive plans normally range from $500 to $1,000 depending on complexity. High net worth individuals requiring detailed tax or estate planning could result in a higher fee.
- Hourly Planning Engagements - $250 per hour for limited scope engagements.
Location
27200 Tourney Rd, Suite 310, Valencia, CA, 91355
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2003Other Business ActivitiesSells Insurance
David has a non-variable insurance DBA under Envision Wealth Management since 2002. He also has a relationship with Jeff Adler and Associates for placing medical and long-term care insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Envision Wealth Management, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 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.