Kerst Weele
Kerst Weele is a registered investment advisor at Bookends Financial Planning, based in Rixeyville, VA, with 23 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 505 clients with $290M 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 $2.0M | 1.30% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
Rixeyville, VA
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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
Kerst is involved in a cattle business, a farm partnership, and real estate rental through Caracole LLC, dedicating minimal time to each. Kerst is also an independent contractor for Wetzel Investment Advisors, Inc. (dba Bookends Financial Planning).
Employment History
Current Registrations
Bookends Financial Planning
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations1 state
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