Colleen Weber is a CFP-designated registered investment advisor at Colleen Weber CPA, LLC, based in Eden Prairie, MN, with 9 years of industry experience. Colleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 50 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Colleen Weber CPA charges quarterly fees for investment management and wealth management services based on the complexity of your account and work required. Quarterly investment management fees range from $2,000 to $30,000, translating to a minimum annual fee of $8,000.
Location
Eden Prairie, MN
Get directionsHistory
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 →Employment History
Current Registrations
Colleen Weber CPA, LLC
Previous Registrations
Colleen Weber CPA, LLC
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
More Advisors
- Eric Schierhorn, CFPAbbey Street
- Timothy Brown, CFA, CFPMission Wealth Management, LP
- Martin Bothwell, ChFCState Farm Investment Management CORP.
- Robert Davis, CFPFinancial Compass Corporation
- Daniel Johnson, CFPThe Wealth Group - Austin B. Colby & Associates
- Nathan Faith, CFPBoulay Wealth