John Weyhgandt
John Weyhgandt is a registered investment advisor at Western States Investments, based in Corona, CA, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable based on the size of the account and/or if the client has multiple accounts within the same household with the Advisor.
Fee Estimator
Location
2275 South Main Street, Ste 103, Corona, CA, 92882
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
John is an independent insurance agent, spending up to 20 hours per week, some during market hours. He also owns Western States Financial, dedicating a few hours per week, and is licensed to sell Medicare Advantage plans/supplement insurance, spending minimal time on this.
Employment History
Current Registrations
Western States Investments
State Registrations2 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.