Travis Weaver
Travis Weaver is a registered investment advisor at Weaver Consulting Group, LLC, based in Huntington Beach, CA, with 22 years of industry experience. Travis 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, Insurance Planning, and 3 more. Their firm serves 1,088 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Weaver Consulting Group charges an annual fee based on the amount of your portfolio. This fee generally ranges from 0.15% to 1.5%, depending on the size and composition of your portfolio, the complexity of services, your risk tolerance, and the type of services rendered. The fee is calculated monthly, based on the average daily balance of your account.
Location
101 Main Street, Suite 220, Huntington Beach, CA, 92648
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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 ActivitiesSells Insurance
Travis is a financial advisor at Weaver Consulting Group, LLC, dedicating nearly full-time hours to financial advice. He also provides investment and insurance advice at PKSF, spending minimal time per month, and is a board member for Youth Motivation Task Force, a non-profit, also spending minimal time. Travis owns real estate and works as a broker at Purshe Kaplan Sterling, spending minimal time on each.
Employment History
Current Registrations
Weaver Consulting Group, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations7 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.