Sandra Weaver is a CFA, CFP-designated registered investment advisor at Weaver Financial, based in Prairie Village, KS, with 28 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 5 more. Their firm serves 13 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $900K | 1.00% |
| $900K+ | 0.15% |
Minimum quarterly fee of $2,250 ($9,000 annually) applies. Fees are negotiable for certain clients.
Fee Estimator
Contact
Sandra Weaver
Location
Prairie Village, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sandra is the vice-president and treasurer of G & E Farms, an agricultural company, since 2021. She spends approximately 500 hours per year on G & E Farms-related tasks, including managing the company's brokerage account investments, but no more than a prorata percentage that's spent on all clients.
Employment History
Current Registrations
Weaver Financial
Previous Registrations
Petrovic Weaver Financial Services
Financial Security Advisors
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
Additional Information
Sandi Weaver is a CPA, CFP®, CFA®. She has earned the Chartered Financial Analyst designation, the pinnacle of designations in the investment field. CFAs master complex studies in portfolio management, quantitative analysis, businesses, stocks, bonds, and economics. She is a member of the CFA Institute, and previously worked with an investment management firm serving high net worth individuals.
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