Ian Weeks is a CFP, ChFC-designated registered investment advisor at Stirling Financial Group, based in Hemet, CA, with 16 years of industry experience. Ian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 304 clients with $180M 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 $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable based on assets under management, complexity, and services rendered. Multiple accounts are charged a flat percentage up to 1.50%. Pension consulting services charge up to 1.00% of plan assets.
Fee Estimator
Location
Hemet, CA
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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
Ian owns rental real estate, dedicating minimal time to it. He also operates Solis Wealth Management as a DBA for his LPL business, spending full-time hours on this endeavor.
Employment History
Current Registrations
Stirling Financial Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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
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