Katie Weibel is a CFP-designated registered investment advisor at Silver Grove Advisory Services, based in Orchard Park, NY, with 18 years of industry experience. Katie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,930 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Grove Advisory Services charges an annual investment advisory fee ranging from 0.0% to 2.00% of the value of your portfolio. The exact fee depends on the complexity of services, the amount of assets managed, and your overall relationship with Silver Grove. Fees are negotiable. If Silver Grove recommends an independent manager, you will also pay advisory fees to that manager, but the total fee will not exceed 3% annually.
Location
400 Sterling Drive, Orchard Park, NY, 14127
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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.
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Katie operates under several DBAs for her LPL business, including Silver Grove Financial Group, Haven Financial Planning LLC, and Silver Grove Advisory Services. Katie also hosts a radio show called NYGMS, New York Marketing, dedicating about 10-20% of her time to it.
Employment History
Current Registrations
Silver Grove Advisory Services
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
M&t Securities, INC.
M&t Securities, INC.Broker
M&t Securities, INC.
M&t Securities, INC.Broker
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.