Brian Weyman
Brian Weyman is a registered investment advisor at Esi Financial Advisors, based in Media, PA, with 17 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12,116 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ESI Financial Advisors offers investment management through various programs. Fees vary depending on the program chosen and can include platform fees, strategist fees, and service fees.
ESI Illuminations programs charge a platform fee between 0.26% and 0.45% annually, plus strategist fees (0.02%-1.00%) and EFA's service fee (0-2.00%).
American Funds and Schwab Retirement Advisor Services have tiered fees, up to 1.00% annually on the first $1M, decreasing to 0.35% on amounts over $10M.
AssetMark fees are negotiated with the advisor, not to exceed 1.5% annually.
SEI fees are also negotiated, not to exceed 1.75% annually, plus a 0.05% administrative fee.
Location
Rosetree Building 2, 1400 N Providence Rd, Suite 3007, Media, PA, 19063
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 →Other Business ActivitiesSells Insurance
Brian is involved in several businesses, including residential home appraisals, HR services/consulting, and college financial advice. He also works as an insurance agent for Evolution Financial Group, Sequoia Financial Solutions, and Protection Blue, and recruits independent agents for Evolution Brokerage, dedicating a significant portion of his time to these insurance-related activities.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
AXA Advisors, LLCBroker
AXA Advisors, LLC
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Princor Financial Services CorporationBroker
State Registrations6 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.